Thanks for your considered replies. This stock has strategic...

Thanks for your considered replies.

This stock has strategic attraction that is not a part of a basic assessment of its current performance.

I refer you to an article in The Australian dated 11/11/14 by John Durie (owned by Newscorp). Lachlan stripped costs of their news and they have low marginal costs. All they need is some content be that AFL or whatever. AFL rights are due in 2015.

Only newscorp know their own strategy but I think I know theirs.

The article I refer to contains some views from analysts on the financial criteria you seem to rely on. Let me know if you can't access it.

Regards

Greedy