Hold both lyc, ntu, pek and aru. Will hold all of them for sometime. Though I do expect a downturn in June/July before rees go up further later this year and 2012.
I am not worried about our committment to rees - whether it be Liberal or Labour in power. Not at all. Stephen Smith (who has just once again requested Harry from SINO/LYNAS be HEAD of the China/Australia Trade Council. 2nd year in a row requested. If the CEOs of the above firms were worried about it why would they be involved in multi billion dollar investments???
Leave politics out of threads I say, unless people really know the inside circles/going ons of govt strategic policy and can add real vallue to a post - rather than childish name calling of a leader.
ARU Price at posting:
$1.27 Sentiment: LT Buy Disclosure: Held
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