I've been tempted again today to buy on value, but this is...

I've been tempted again today to buy on value, but this is already one of my largest holdings with a pretty low avg. so won't be jumping in again just yet.

I strongly believe we're going to see a a drop (from and to what price is unknown) when we pass the 12 month CGT timeline from the big drop last year with people taking profits.

still a great company - a long term hold for me. hopefully profits are good from H1 and dividend is reflective.