Hi there,
I've been doing some back-of-envelope calcs on FXR, the results of which are quite interesting. In the post in which I share my calcs, there's a startling comparison between FXR and JBM, and so I thought you JBM guys might be interested in viewing it:
http://www.hotcopper.com.au/post_thread.asp?fid=1&tid=212637#656289
Disclaimer: I'm an FXR shareholder. I bought in at higher levels, and clearly want the stock to go up. That said, I've done these calcs as honestly as I could, to see if I should be cutting my losses. On the contrary, it appears a fantastic buy, which JBM owners may most appreciate, having been in this position a few years back. Check my calcs; put in your own numbers if you like. I'd be interested in hearing what holders of JBM think about the comparison I've made.
Nomen Nescio
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