agree - still some positive attributes (Au cashflow positive),...

agree - still some positive attributes (Au cashflow positive), with acknowledgement of cost control requirements and actions taken. AGM will see what the actual strategic actions are though to get growth back. stalling total revenue growth on back of growing numbers not ideal (understand is Asia growth driving those numbers). still think that a most price rise is acceptable in current environment and setting expectation of annual changes. Agree that probably at the bottom of the cycle here relative to value but think will still flounder a bit until there is something to drive more confidence.