The growth that they are forecasting is the same that they have...

The growth that they are forecasting is the same that they have been stating for the last 6 months. No change there,
yes paying tax does bite into the ebit, but it is untrue to say the company is not growing at a good clip.
All the capex that they are spending will come home to roost over the following few years, far better to grow organically than simply buying businesses, especially in this climate.
Interestingly, the sell side has had a lot of stock coming out, hopefully with these large parcels being sold it will take some sell side pressure of the stock, all those large sells are now gone, it would be nice to think that we had a bottom.