Good analysis Bilko. P/E ratio is still acceptable in a market...

Good analysis Bilko. P/E ratio is still acceptable in a market where this has become more heavily scrutinised.

Have held for quite a while. Tempted to sell around these prices however I might hold off until the 1HY19 results come through.

Always a bit nervous when any solid company ventures into overseas food chains - hopefully this is 'bedded down'.

The market doesn't seem respond well to new risk however they are not re-branding or taking over existing skeletons in the closet.

I like the Taco Bell concept also. Too easy to get caught up in a food market that has already been mauled by competition.