I have to say that the pieces of analysis done by a number of...

I have to say that the pieces of analysis done by a number of Hotcopper posters today have been damned impressive. A big congratulations to you all from me - I'm sure lots of other Hotcopper readers would share this sentiment as well.

Clearly some posters remain cautious and I reckon that's fair enough. We're yet to see what RED's cost structure is/will be and those details will be critical. Posters offering alternate or more cautious views are, in my view, to be welcomed on a forum like this for the different perspective on things they offer us all.

I look forward to more detailed information being published by RED over coming months and to the subsequent work which will be done by Hotcopper posters on their spreadsheets (or in NWL's case, napkins) to try and work out what it'll all mean for RED and its shareholders going forward.