Your a braver trader than me Kwerk. My thinking is very similar...

Your a braver trader than me Kwerk.
My thinking is very similar to yours re: the timing of cashflows. I never really expected a rally in FY17. Maybe Mr Market will throw the toys out of the cot when he realises that FY17 wasn't a bumper year? (I hope so). But maybe he wont.

One thing is sure is that you could be horribly wrong and miss out on the wall of cash that is likely coming our way in FY18 and FY19. I thought about trading the stock but then I re-looked at my numbers......