brokers research report

I was speaking to a bloke in the local rsl club last nite who trades shares,, he said there is a apparantly a new broker research report outsuggesting that they [the broker] veiw any further weakness in cus as a buying opportunity, maintaining a valuation of 40c, which is under reveiw subject to cus approaching the rba and then holding their own board meeting to discuss the delay., and decide whether to go with direct charging earlier than the banks.
i suppose baker will "seek out" what the rba`s feelings would be if cus gets in early on its own. apparantly cus can be ready by mid 2008.
on one hand, if cus remains with the banks delayed target, cus higher earnings will not commence as early as you`d like,
on the other hand baker does not want to upset the whole surcharging implementaion strategy by being heavy handed.