huge plus+++, page-22

its fundamentals are the crux:
v.experienced mgmt with track record for wealth creation
qld floods leading to predictions of coking coal prices march/april to be > USD 400 pt see KOL:US [market vectors coal ETF ..the fund seeks investment results that coresspond to the price and yield of the Stowe Coal Index]
Assets are offshore .
AEA's mgmt are also well connected into other geographies
[eg ex RIV exec Pat Hanna] ..
And finally not saddled with Australia as having higher sovereign risk than Indonesia!!
For an excellent mini AEA...CEO is an obvious candidate
with an MC of ~ AUD 15M