Like many I am WAY underwater having ridden Toll up then taken...

Like many I am WAY underwater having ridden Toll up then taken AIO and bought more at over $10 ( and between 60c-85c lately)

BUT
MR was the driving force behind the massive acquisition fueled growth of Toll resulting in huge SP growth over 10 years. He is a growth junky and normally a tough nut when buying

The AIO market position is very strong and there are lots of Addons so if you're sticking around hold on for growth

Rail has to be the big winner as transport needs are forecast to double over 15 years and the roads aren't getting wider

Qld rail, Melbourne to Brisbane direct to name a couple

The ports may be down a bit but China/India still needs coal and MR will charge whatever it's sold for.And wheat.

And if hes borrowing $187m to retain 10.9% thers still a lot of skin in the game

I'm picking $3-$4 in 2 years but trying work out to take up RIO and AIO from within my super fund