Grant
Your figures show TLO had a margin of 2-3 % - all Im saying is ATC are a different ball game because their margins are 30% + at present. Whether thats because of being in China etc ??
I do know ATC missed the boat to the bigtime when that $0.80 cent placement (to raise $20 mill) fell through 2 yr ago. The margins in China were way higher then and would have given ATC a huge break.
But as Stocko said - Mittens is the man - he has the runs on the board.
And as you say - the next 6 mths will tell the story.
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