weeks end, page-10

I see the danger to our market is if BHP misses badly next week. Everyone has a love affair with BHP, and this is not misguided as BHP is probably in the best position of all global miners to successfully navigate its way through the storm. Its seen as the lowest risk in a risk filled mining sector and as such everyone has to own it. However its still a miner and is susceptible to the same deterioration in global growth and commodities demand as everyone else. We'll see what the numbers say.