Bell Potter report, page-102

really its a growth story trading at a P/E of like 16x.... growth in earnings has been phenomenal. A bit concerned about the growth capex delivering returns, particularly in the US, but I'm glad singapore and switzerland has paid off.

Management have decent skin in the game, so there interests are aligned.

The best way for them to defend their competitive position is to scale up their advertising business, and then facilitate transactions generated from their ads.

I want to see advertising segment growth above all!

So February can't come soon enough.

At the end of the day it's just money.