previously campbell brother (cpb), page-7

Long term holder wanting more but not willing to pay the price over last couple of years ie PE 18 div yield 2/3%.
Now pe 10 div 6% worth looking at.

even if minerals division has no growth or negative the other divisions (3) should make up the shortfall, leaving ALS with no growth for 12/13. I'm happy with 6% for a year or 2 and future growth. I believe it's an oppurtunity to get in relatively cheaply with a lot more upside than down in the future unless we have GFC2;china collapse;large scale war; or anyother Black Swan event. If you worry about them then you shouldn't be in shares.
May have bit more to fall yet ie $6/7
BUY IN THE DIPS