Good summary BP. I've been watching this company too and I'm tempted at the current price, but not sure how to view last years purchase of AGG. Seems a hefty sum to pay for not a lot of earnings. NZ companies aren't too flash hot with their OZ purchases either.
I'll certainly be looking at that a little closer before I take the plunge.
But NZ side of business looks good. (Currently looking out over Auckland there are a lot of cranes at work!)