Thanks for your analysis. I enjoyed reading your post.
This subscription only it seems link:
http://www.copyright link/business/port-and-rail-links-key-to-qubes-future-20160914-grgns4
suggests that the main driver of the share prices will the impact of loosing/wining the mining contracts and its future Moorebank and ability to integrate it's newly acquired Patrick operations.
Also flagged Capacity risk with expansions of competing freight hubs (Chullora, Villawood they named)
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