I suspect that if exports do not quite live up to the excitement, in the medium term, that the market may provide another opportunity, especially if it's combined with a slow down in Australia. Then again, I thought the unwinding of the mining boom was going to provide an opportunity... But don't forget, everyone is so used to ARB never setting a foot wrong, that if one day reality creeps in, and ARB actually has a little stumble, the market may indeed over react (even ARB has fair-weather friends, such is the market).
With regards to ARB's "other income", are you referring to the FY2015 accounts? I don't see anything amounting to $12m.
Mars
ARB Price at posting:
$16.87 Sentiment: Hold Disclosure: Held
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