What a good read that is, christophe- thanks for the reference to it. The link is here (found from google), and it doesn't say it's copyright:
http://www.fatprophets.com.au/Member%20Area/Product%20Landing/Report%20List/Report%20Page/Article%20Page.aspx?id=2f44f26f-3ec0-4408-9d11-efd06f609164&product=Australasian%20Equities&pt=paid&p=1