shane..
if i read what you're saying.. (tho I do agree ARW is a bargain..) ARW at $15 and AMU at $2.??
if thats your saying.. garbage.. because I have it from Geoff Towners mouth this afternoon AMU will NOT part with ARW stake unless.. "another alan bond came along".. in which case 31% holding returning minimum 40% of ARW NPAT as divy to AMU means AMU will run hard behind ARW regardless of their own drilling.
estimates of this return start at $5mill to $15m FY07 just for 2 plants.. when 2 more r built in the next 18 months.. AMU would be leaving "a hell of a LOT of money on the table" if it piked
Bear in mind AMU drilling will be a boomer anyway.. see AMU
shane..if i read what you're saying.. (tho I do agree ARW is a...
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