Dave, on todays business model, do you think this will be their last relocation or will they keep with their hermit quest for survival?
Based on past history, you'd have to give them another two years, just like I did with China and was virtually spot-on. But China was just crazy from the get-go, they had no chance there.
But the old CEO who called ALL the shots is now gone for good, so maybe they won't chop and change as much. Certainly not in the product direction part, they are more focused now, and I expect that to only get better as they slowly drop all the stuff they know is useless.
They still have the huge empty building in Sydney (I think they wrote off the long lease, but I'm not entirely sure of the financials of that), their business can ultimately be run from anywhere, and there are some aussies still left there high up, so moving back to Oz is still a very distinct possibility in a few years.