How many times must we go over this... if we build the model up from scratch using the known inputs, the stock has not priced in any future developments and the market has actually not fully appreciated what has already happened due to managements conservative communication style.
I am not Australian and invest globally. Comb the markets around the world and you would be hardpressed to find this combination of earnings growth and valuation. You may have originally invested for another reason altogether, so I figure its important for long time holders to have that perspective.
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