Hey mate in the craziness of Christmas and new year etc, I some how managed to miss that update. I am spewing because I would have lightened after that update, with a view to get them back cheaper. Looks like the timing in TAG is not quite right, and we are looking at 3-6 months now, ie full year results. At this stage I think I will sit tight on it, and add into any dump, which I feel is inevitable especially considering they will book a loss for the half year. :)
Ann: Market Update , page-3
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