John when DDR doubled in SP I sold some so while not free carried have reduced my potential average downside in this.
2% NPAT (on revenue I guess you mean) does not seem a great deal but guess if it gets to 3% from being more efficient as a combined entity then that is 50% more NPAT
I did warn people on the GBG thread for several years when it was over $0.85 (I understand mining a little better than IT )
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