re: a must read - i just love it!!4 seals
I am of the view that we are in the early part of the second phase of a resources supercycle. On that basis I believe that there are years to run yet in all of the resources and still some way to go before the final blow off phase. the base prices we have seen over the last 10 or so years in the grip of the bear will be substantially rerated. at least i hope so because I am going to be buying every good resource share i can with a 10 yr timeframe in mind!!!
