Jtaylor,
"How many fund managers have been onsite and taken a dabble because they feel good?"
Answer, none. They can't get them to go and have a look, management have tried.
The chinese were on the other hand prepared to go and have a look and liked what they saw, so they invested.
You have hit the nail on the head regarding current share price, the Australian funds,intos etc wont get off their bums and go and have a good look, (including data room).
So when DSO sales, concentrate sales etc do start, and earnings do start flowing, the Australian instos will find themselves underweight in it and will all be surprised.
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