Growth forecasts, page-4

Multiple is justified with 20%++ eps growth compounded for many years. That is a lot, but not impossible given market opportunity. I think consensus is a bit below that for next two yrs on Commsec. Commsec is usually Morningstar and one or two others.

I still hold, but any more and I think it is really overblown. I will be looking at reducing if it jumps on half year results. Would be getting to the realms of COH type overvaluation if it runs at $200.

Like you say, China facing business opportunity and caught up in the Infant formula euphoria I feel. Great business and Asia prospects though the China risks and just general cycles are ever present.