"The ROF is close to a solid market, have educated and trained people available, access to equipment and infrastructure others can only drool over and stable Government. Doesn't hurt that our dollar seems happy to trade at a discount to the US Dollar and not subject to wide fluctuations."
All very valid points, and each and every one of them will add to the bottom line when the final deal is done.
The fact that is not reflected in today's SP could perhaps be explained as everyone was pretty much stripped naked in the last 12 months. Everyone is still trying to find enough clothing to cover the unmentionables, let alone venture out into the shopping centres. Once done though, there is a huge crowd out there that requires a complete new wardrobe, so we better be prepared.
Regards
K