Well I have not gone.
People have called me rampers from time to time but really that is not the case. Markets are deteriorating globally and ORD has fallen sharply.
The catalyst for a rerating will be the IPO advancing in the short term. This indeed imo will and has already been delayed somewhat.
China are keen for a entry into coys like this. Alumina by 2015 for china is a priority and this has been earmarked. For me this is an investment for tomorrow not today. By 2015 I think we will see a very different picture for this one.
Caledon is in the bag. That suggests this mob are here to play. Before everyone becomes disullisioned a thing to remember.Its always darkest before dawn. This one is only getting started imo lets see.
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