http://afr.com/p/opinion/reining_in_terms_good_medicine_for_nqfWNoHn2IHofi9Q0ONkiN
Check it out online if you're a member, or in today's AFR if you're not.
Just when I sold SIP, along comes the above article. I left because the 40c line looked a bit overwhelming, but hopefully, the buyer will chomp on it today for you holders.