All I can say is that similar arguments have been said for Oils and Metals for near 5-years... eg. Soon big supply will come and the "GOod Times" will end. Prices crash... But still prices remain robust and profitable for most.
I have no doubt the end will come. But forecasting this is the trick. Most of the BULLs on this subject say 2011+. Bears seem to be 2nd Half 2009.
I think MAK will make production and will still be profitable. I'm personally trying to keep realistic and expect $200-300 p/ton in 2010... This is based on the reports I've been posting and many more web-sites I have visited.
Not investing in this boom now will likely be foolish in retrospect...
There is risk in every investment, the risk here is extremely manageable.
Just my opinion. No advice given.
AEV Price at posting:
0.0¢ Sentiment: Buy Disclosure: Held
