Thanks for the comments.I'm slightly fearful even at these...

Thanks for the comments.
I'm slightly fearful even at these levels.
My fears would abate somewhat if we got closer to single digits.
I went looking for segment reporting in their recent annual report and there was nothing. So not sure how big the market is in Australia, nor how committed to Australia they really are.

There was scant mention of Australia in their annual other than SBW is a foreign entity incorporated in Israel but registered in Australia, and has different compliance requirements to normal OZ companies.

I guess that doesn't matter if the SP is going up, but it is going down. So maybe investors have already been mined?

Keep watching.

HB