earnings currency, page-16

The increase in capex will be benificial but it seems that every headwind that bly faces gets overshadowed by this.

The fact of the matter is EPS will be a lot harder to increase than previous(extra shares). For Aus instos the valuation will be negativly effected by currency. The increase in capex is still in its infancy, while i view it will continue there are risks that this could drop off.

While i might be pointing out alll the negatives i obviously see upside as i hold. Just do not think things will be as easy as is sometimes being portrayed on here