Forgot to add Scaffold list as an A1 business with intrinsic value rising from $7.30 this FY , to $12.65 FY17 & $17.89 Fy18. Their calcs are quite conservative, with EPS at $0.315c (ords at $0.40c).
So $12-13 is probably the zone until more news becomes available or the market falls back in love with China...