I agree with most of what you've said (not sure about there's a fight a coming - but given Putin it wouldn't surprise me), especially in relation to mobilise at short notice and the ability to knock on the door of our allies to pick up a ship or two. The mass mobilisation concept is still naively part of a number of political parties policy (i.e. ACT).I follow what happens around the world and I think the minimalist outlook is very detrimental, maybe even deleterious, to NZ Inc. This minimalist outlook is a Bolger / Richardson concept so that needs to be ditched otherwise some pollies are going to get a rather nasty wake up call sooner rather than later and that will be to bloody late for NZ Inc. The days of mobilising at the last minute, no 8 wire she'll be right attitude and Kiwi guts and glory are long gone. It takes far to long now to build ships, acquire weapons, train sailors, train air crew etc. You cannot do it in 6 months like they did in 1939 - 1945. There's a fight a coming and we'll be dragged into whether we like it or not just because of where our SLOCs are and where we are. Our spatial i.e., geographic, isolation is no longer a boon to us defence wise; in fact it is a hindrance because it has caused a false myopic view amongst the political, academic and bureaucratic elite as well as most of the great hairy unwashed.
The critical issue facing defence as we know is fiscal. The current accounts have no give in them for large increases in defence spending (though we could take $200 million off Arts, that Aunty Helen gave away in the same year the ACF was scrapped). The looming super issue and its associated increase in health spending given an aging population along with the fact that cuts in social security spending are political suicide are a contributing factor in considering the fiscal situation. The only viable option is a Capital Gains Tax or reintroduce death / stamp duty in order to fund defence needs to some of the levels mentioned earlier in the thread. Even then based on some external courses I've been to recently it would take at least 10 years for CGT to come into full effect. Moderate increases in defence capability to meet the strategic plan and sustain outputs are more realistic politically and fiscally if defence can justify them.
I think the navy could justify a 3 x 3 configuration but not much more given the threat assessment in the last defence review.