Regarding the NTA of $11.46 listed in the WRT Presentation on Page 5.
I believe this is as at 30 June 2010 when the AUD was $0.84. The exchange rate is now parity. Given that 50% of WDC's assets are overseas, that's a 9% (aprox) devaluation which gives us an NTA of $10.50 (aprox).
Can someone confirm this? They seemed to avoid this in their presentation. All the dates for valuations seems to be 30 June 2010.
Andrew.