any thoughts immerlman, page-27

You are correct about Congo and AKI but you are comparing an apple with a lemon. Re: Syrah - it will be under $1 within a year. It's called the graphite bubble. I called it on LYC in October 2010 and it went under $1 11 months later and I was flamed, baited, you name it.

EIO? All I know is what I've posted previously. Low grade iron ore in a country with more negatives than positives.

You are correct also that the rankings are not the be all and end all for Nigeria and EIO.

There's plenty of time for the market to take in everything. That's the beauty of the market.