Ann: US$300m Finance Facility and Management changes, page-364

I dont know why anyone would be worried by retracements like this and treeshaking. The numbers dont lie and the big difference between BEZ and DEG is the low SOI for BEZ. No further dilution as we move to production and more importantly....dont you think accumulation becomes much more difficult when supply dries up? Best time to accumulate is when many sellers are present, which is now as they are taking profits from the recent run. When these sellers get exhausted, accumulators will have to settle for higher prices as demand is likely to be greater than the volume they can bring to push price down. Just my 2c. I see supply getting exhausted at these levels very soon and demand increasing as news is digested by the market (which does take some time).