Alejandro,It's incredibly helpful to have your input. I suspect...

Alejandro,

It's incredibly helpful to have your input. I suspect that the only thing we really know at the moment is that we don't know what the implications are (and Troy hasn't exactly been forthcoming).

I do think we're deluding ourselves if we think we can just sit here in Australia and invest in companies that are working in utterly different environments without taking the trouble to understand how different they are.

I'll probably get my head bitten off for saying this, though.