resp to mod'd post comp bjt vs vpg gjt, bec, page-3

I was curious what happened to my post, though subjective in parts it did contain facts and was specific to BJT. Perhaps the "Sreaming Sell" in the subject line didn't wasn't appreciated. :) fair call mods.

BJT's last sale at an 18% discount to 31/12/08 book value is concerning for me and should be for all, if that were applied across the board for all their assets it means a little over 0.76c NTA as per the 12th Feb presentation. the AUD appreciating against the Yen recently is not favourable to NTA either.

so Perhaps trading at a 50% discount to NTA, more likly 40% discount to NTA when factoring in the unfavourable fx movements. Still highly geared, was 57% before the announcementm rough calcs I still have this at 45%-50%.

IMO It's done it's dash for now, I enjoy trading BJT and have been successful every single trade. But good luck longs, I'll be watching for an entry again at 0.32c.