further credence to the reuters report, page-8

Its dirt in the ground with $5 Billion to get it out.

Aint nobody rushing to do that... because that amount of CAPEX would negatively affect profits & share price until the benefits can be reaped...

I would assume that its only a matter of time until a bidding war could start. ie if there is a house that needs doing up it may sit vacant for years its only when other short term renovations are not so profitable that a builder tries to buy it for $50k then another one offers $60k...

As long as miners can make easy money without the capex SDL will be on the sidelines.

:) Unhinged