I track the rolling 4qopc4q numbers, and the change in net op CF...

I track the rolling 4qopc4q numbers, and the change in net op CF has been negative since the June q of 2013, and still is this q. However net op CF of over 6k for the next q will set it positive again. As investment is captured in net op CF, you could argue there has been a period of investment over that 3.5 years, and so hopefully we are now in the (not so grim ) reaping phase. I'm guesstimating about +$35m net Op CF, if Rivercity falls in, and my simple metrics will look super strong.

If this is the case, the market has been wrongly selling off on the (hopefully) misguided notion that their money has been badly invested since roughly March 2015, when Slater and Gordon (SGH) made their big mistake. So I suspect there is plenty of room for appreciation from here, if IMF's returns have little to do with SGHs.