potential , page-2

The presentations that BLU have given to Bell Potter are a good place to start. They give a good view of how BLU fits amongst international cos in the same sector, even going so far as to show which ones have been taken over at at what price/premium. The presentations also give a good overview of the clients and business model. Its fairly compelling and at this price you can get in lower than the most recent purchases by MBL.