10c a distant memory by year end, page-26

Hey eMark,

I tend not to worry to much about the press. Last recession, TNT was gone for all money. Many corporate reconstructions later, divestments etc (including Ansett), it is still here in one form or another. Westpac was another company that was apparently doomed.

BBI has risky short term issues. I believe they can negoitiate their way around these. If they can the long term reward IMO will be great.

While the movements today are encouraging, the real benefits I feel require a long term outlook. So if the sp falls next week or tommorrow, as long as nothing has fundamental changed my outlook remains bullish.

Cheers