As previous posters have alluded to, i think BWX's reporting...

As previous posters have alluded to, i think BWX's reporting style (EBITDA graph/commentary on their brands)  is done by the same marketing team that makes the claims for their cucumber extracts and he "the market" will be the last to know if its downgraded which i suspect it will be. But still i think the USA is the story for them now and it seems to be going well for them there. EBITDA etc should improve with that, particularly in light of the $A weakness compared to $US so i would think its a buy if it falls back on earnings downgrade.