over $1b revenue and more than 40% margin, page-20

"What will be the market response if they have a Unifill contract for a 10 year contract at 70million a year? I woudl be stoked but seems under what the market is now expecting."

well, my response to a $70m deal will be congratulations to uns. the agm said this would happen so i held them to that. pat on the back and on to the next one. back in business.

but the market response to this sort of deal? off the current price i wouldnt expect a big drop. but if the market exhuberance continues and gets us to the $1 and $2 range pre-deal.... it might be iffy.

dont get me wrong though, love to see the price zoom some more and accumulate more paper profits!! =) but i still think the story will play out over the next 5 years, not the next 1.

in the meantime happy to hold and see what happens.