I am glad you brought up the subject of Conico- jeez I wouldn't rule them out JJ. Tasman can't put a foot wrong, and every pie they have their finger in doing are doing well like EDE and now CNJ.
But for a low risk category, I could never go past Barra. That's why I have no desire to sell. I keep banging on about just how good these guys steered the business through the toughest of times and how strong they are looking now.
I just want to see now just what they will turn this thing into from now a position of strength.
As for Cobalt- yes- In the longer term, it'll make Barra huge. It's a sensational piece of dirt, well advanced....
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