Now that the AUD/USD is sitting at above 0.83, a lot of analysts...

Now that the AUD/USD is sitting at above 0.83, a lot of analysts are worried about profit downgrades from sectors involved with exporting goods....which happens to be nearly all of the materials sector, including TFE.

My question is, how will the exchange rate impact on the NPV analysis that was done recently? Are we still in line for healthy share price gains, or will this dent the momentum a fair bit?

I think TFE is still pretty undervalued, so the $1 mark is inevitable....but how soon.