Some great discussion here. Cam, you mentioned their first mover advantage....slowly eroding in the Australian business, however one must be attracted to the blue sky possibility of gaining that same advantage in the much larger market place of Asia.
BKL is now deriving a much larger % of revenue from a market many many times the size of their domestic market here. As each year goes by, it would seem their reliance on Australia to contribute to earnings reduces.
Kiril.
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