Thinking the same rabbit... don't want to catch a falling knife like i have wih the gold sector.. but yeah would be interested in getting into the business if it drops and some of the heat comes out of the telecomms.
HAs anyone got a rough ROE/ROC ratio worked out they could post, along with the underlying calc no's? Just curious.
Or is there a good company research site which has up to date P/E, ROI etc ratios calculated based on the most latest figures and current share prices?
DO you current and non-current holders believe this could capitulate back to teh $4's? Seems like just heat coming out of the telecomms/dividend yield chase with the recent QE tapering talks out of the US?
Not sure why (as someone mentioned it) the US currency trade play would come in - aren't all operations primarily aus localised anyway?
Thinking the same rabbit... don't want to catch a falling knife...
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