bounce: comments please, page-50

gann, you didnt eeven know who pasminco was, you thought zfx break even was $1.20 /lb and you want us to take your advice on fundamentals.
there are guys on here who have been following these companies longer than you have been alive.

argue mine life and quality assets for bhp but dont argue that they are better cos they retain all their earnings.
do some serious side by side well accepted ratios and lets see which one we like.

ZFX has benefitted by being heavily geared in one commodity that has done well. BHP has suffered from being diversified when the oil, copper etc are moving in different cycles. BHP is a great company. one of the best.
My money has trippled in the past year in zfx, what has BHP done?


andrewe