I was sitting watching with baited breath.. And laughed at their response..
for what its worth I think the morningstar report is near right. PE is very reasonable, growth prospects leading into the next year are very strong and the certainty is there... The selloff seems to have been overdone but im guessing we all knew that. I note the 30% in local in earnings is only this half, but the income from US and the exchange rate should well help. Certainly the overall affect on combined continent earnings will be far less than .. And minor given the offshore expansions.
I have no comment on roger being that im only recently in.
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