Thanks Camden for your incredibly well argued and useful post....

Thanks Camden for your incredibly well argued and useful post. Its appreciated that someone takes the time as you have to share the analysis that you have done.

I've been a relatively long term holder of BLY and been a bit shocked by the response to recent report. Have been tempted to add to my holding at this price but was badly burnt with Hasties and what was subsequently revealed regaring either or both the honesty and competence of management. These days I just dont have the time to undertake the processes you outline to provide some checks/balances and assessment on what companies report.