I don't know what the book value will be...you tell us. I...

I don't know what the book value will be...you tell us. I have just always had the view that instos probably need to think shorter term and cyclical. Coal and lithium last year, travel this year. QAN may be fair value at this price but it's still in those cyclical areas where SP's are still performing relatively well. Just look at Webjet. QAN and Webjet have very similar charts. Just my opinion....who really knows!! I have made some horrible decisions....most painful of which were to sell WEB and QAN too early into this cycle of travel being a dominant theme.