If ASIC has no adverse findings and there is no requirement for BIG to re-state accounts, then IMO there is no issue with the business model, it's doing very well. That would be a sign that actually everything was being done correctly and model is good. The 'revelations' would be very much misguided.
I think we'll land somewhere in the middle. Accounts will be re-stated, and business re-valued based on that. We'll find a new fair value and then keep on growing from there.
