I think absorbing the traditional business has changed...

I think absorbing the traditional business has changed expectations somewhat. Whilst its growing at an excellent rate, gone are the days of 100% pa by Emitch. Still, it's excellent value at this level so dig in :-)
SP appears to be stuck in a grove ATM, proably needs to bust $1.30 to begin its run to $2.00.

Once the Asian story unfolds it may be a different story.

Hopefully Harold will be in a Santa like mood before Christmas.

O