Riding Momentum, page-4

Easy to get together basic sort of parameters: $700m is breakeven with POO where it is (altho poor QAN should be hedged which will offset windfall gains in 2014). $750 or above is stellar and sort of justifies a $3 tag that some in this HC stock threads on QAN have been calling. Under $600m, 650m, well, we could see the ASX overreaction story replaying like a Beta or VHS video cassette used to do & the SP could be anything even touching the IPO price again. I think $700m is likely. All IMHO but pls DYOR.
I am also watching AIZ intently as I watch QAN due to VAH/ AIZ correlation, with a lot less liquidity, it is sometimes the better stock from a trading strategy POV, it has more of a monopoly position in NZ which is a different economy, political system and commodity mix. Any upside in QAN should magnify in AIZ just at the moment, correlation will break down over time, all IMHO but pls DYOR.
PS: Many thanks, gave me an idea, if result is good, I will barrell into AIZ to avoid buying QAN high, if result medium to $625, might buy QAN low depending on POO as POO impact will be felt in results later down track IMHO.