CER and VPG are marked down a lot more than BJT, as they have a...

CER and VPG are marked down a lot more than BJT, as they have a risk of being done over. They are moving on option value, momentum and changes in Supply and demand for shares. Also good news out of US re asset sales for CER. So more volatile.

BJT is hugely undervalued, no forced sales, much less refinance risk - a better risk IMHO.

May be a big seller easing out of their holdings - once these are offloaded we will see repricing I think.

So great news that BJP's SP has not moved too far yet.

Also AUD vs Yen up. Means in AUD, BJT worth slightly less.

Do you own research. I'm optimistic on this one. 12.5 percent of my Aussie portfolio.