One thing I should have added (but I have mentioned before); My spreadsheets are generally conservative. My estimate for 2012 NPAT was significantly lower than what was reported. My targets pre merger were very conservative relative to most broker research that I had seen. I have not seen any on the merged entity yet (I haven't looked yet). Someone might want to post some numbers if they have any handy. I will be looking around to see what's available soon to see how they compare to my numbers, but I always use my own research because generally, I don't trust broker research.
SLR Price at posting:
$3.52 Sentiment: Buy Disclosure: Held