target price $3.92, page-17

cheers Diets - I think I have too - I'm a bit slow sometimes but penny's dropped for me. Kind of puts all the dilution/funding/geelong salt pond stuff back in the very small box where management seem to be placing it.

the only big puzzle for me is ALCOA's motivation in all this now.....big business is rarely generous yet we have a benefactor.

I'm sure i'm missing something but all thought lines down that road imply that Alreco will end up taken out by Alcoa. imo - we are the prize duck nicely basted and being prepared for the oven.

Reward for Frank's long relationship and the solution to their longstanding waste headaches? or waiting for Rumplestiltskin to finish the process and fill a few gold chests before buying the rights to the method.