Yes ITD is a great stock and only a fool would sell at these prices. I am hanging out for a P/E rerate which should see the stock over the dollar mark. I work in medical product manufacturing and my company has a P/E of over 30.
Might see some action this week as we head closer to the first half result.
You are so right about BHP but some of the small cap yellowcake stocks give a pretty exciting ride. Wouldn't buy them for my mother though!!