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24/08/11
19:53
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Yep I was looking at the deposit value and not operating cash flow margins.
From the figures you mentioned 70% operating cash flow, so $6 billion becomes around $4 billion on profit over life.
So depend on life and capital to get the revenue going, it is a balancing act but we need to get the revenue going.
All acquisitions at moment, limited capital, no revenue, still at the end of the day if you have good assets things can change very quick.
I will just watch not going to tip any sp, but if things go well I would be looking at a conditional falling sell.
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