Ive been following quietly in the wings - as I still see value...

Ive been following quietly in the wings - as I still see value in some of the brand mix currently residing within BBG.Thankfully I pulled the pin around the .98c and have come out even overall with relatively small trades. Fortunately I was never a long term holder - so I ducked a few bullets by sheer luck.
This article I came across today seems a reasonable summary to me; although I will wait until the new financial year before any serious thought of buying back into BBG ;

http://seekingalpha.com/article/1525002-billabong-a-cigar-butt-with-upside?source=email_rt_article_readmore