I agree to some extent that BPT will benefit a lot, but... when...

I agree to some extent that BPT will benefit a lot, but... when 55% of their revenue is in gas, they are much less leveraged than DLS. Also, a strengthening AUD versus the USD benefits DLS because as you know, their loan is in USD, so in the last week, the loan has become 2.8% cheaper due to the AUD appreciating. So its win win for DLS. Especially if they refinance their loan in the near term. Would be better if the AUD/USD was around $0.75 but time will tell. I take my hat off to you Auto, you have had a stellar week with your stock picks.