If the ROE lives up to expectations, I think this company has all the attributes to make it into Roger Montgomery's A1 category.
I like that a strong AUD wont hurt it directly, and indeed 2011 capital purchases should be a little cheaper in AUD's.
The options were a little cheap relative to the ords, and picked up a few. Thanks for the "heads up" posts.
If the ROE lives up to expectations, I think this company has...
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