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Jones3 - Thu, 22 Dec 05 :

Outsider

Thank you for the profile.The company seems to have a clearly defined business model.For myself (non scientific) I would like to know about the supply side of the product profile,namely the manufacturing and costs structure.

On the info available at the moment, my guess is that the share is at its present price on a real time per of around 20x - perhaps falling to 19x by the year end.In my view the rating is modest in relation to the business model and the growth rate demonstrated so far.

regards.


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