Taking the plunge30 May 2018 13:43
I briefly reviewed their financials and do like the fact that they have little to no debt and a generous stockpile of cash.
I believe the SP going south was purely based on forward guidance or the lack of and the uncertainty on the dividend payment, but nevertheless even if the cut the dividend by half, investors would still get 3% to 4% yield, so patience could get rewarded while you wait for the share to recover.
After reviewing the financials, I've bought in a big chunk. GLA DYOR