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Great posts Blackgold and Lautrec,

Re the gas price I think this is another good reason to sit tight. Imo it can only go one way in 2010, drill rig counts are way down and you only need to look at the charts to see the disparity b/w the oil price and nat. gas will not last forever. Eventually it has to come back closer to the historical trend. Current oversupply could be short lived as US industry begins to pick up with the lower dollar. Something like 30% of gas demand is industrial and that has been in the toilet obviously resulting in the gas stock rising to capacity. Also there is evidence that a major hedge fund has been forced to sell gas contracts into the next month to cover long positions and this is depressing prices in the near term.
Not sure when this situation will be rectified but it won't go on forever.
So all to say the figures that are being proposed here for 2010 could be conservative, particularly if the AUD vs USD does retraces as gold takes a bath (big call I know but you never know)