If the ROE lives up to expectations, I think this company has...

If the ROE lives up to expectations, I think this company has all the attributes to make it into Roger Montgomery's A1 category.

I like that a strong AUD wont hurt it directly, and indeed 2011 capital purchases should be a little cheaper in AUD's.

The options were a little cheap relative to the ords, and picked up a few. Thanks for the "heads up" posts.