Ok, so up today, seems we will trace HPI which (no surprise) is also up today.
Had bit of look at HPI, as effectively that is where my money now is.
They are a good buy, I think this type of commercial operation will do well in current climate, my 3 reasons -
1. Aust $ down, less likely to travel overseas, so travel local, also Aust tourism is more attractive for same reason, = more spend at these venues.
2. I think the poker machine restrictions may not have too much effect.
3. Tony Pitt thinks it is good.
Ann: Buyback, page-30
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