Ann: Market Update, page-61

It may be value here, at worst we may just see a $500 million impairment charge but would be all but factored in now and they have seemed to stand by earnings.

The only thing is people said at $5 it is a bargain and best time to load in, if the investigations uncover more mess it will drift lower?

Also find it a bit naive how SGH are telling ASIC we want this resolved asap and will answer whatever, it does not work like that and a thorough investigation which may drag out is more likely. ASIC need to spend time to look into this all and talk to everyone, not just a 1 day sniff and sign off.