Ann: SVW: SVW off-market takeover offer for BLD, page-19

Anything to do with home renovations in the USA is extremely hot right now (and expected to remain hot for at least the next year or so) - so Boral are sitting on a gold mine with the old Headwaters Co. Additionally, any gov't infrastructure stimulus that addressing concrete use will benefit Boral in both Australia and.USA (the latter via fly ash sales) - so tailwinds for at least a year or so here too.

IMO this Co. with be worth a lot more than $6.50 within the next couple years. Would like to see BLD bring back the divvy in the meantime though.