Apologies in advance for all this googling and cutting and pasting....must be I'm just bored waiting for our ann......this article came out earlier this year (March), so some may have already seen it...although it mentions BAU, its also relevant to MKY and any other potential bauxite player.......
Australia is the Saudi Arabia of Bauxite
http://www.dailyreckoning.com.au/reports/dr-aluminium-2008.pdf
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