The Turnaround has Begun, page-37

Both points of view are very valid.

Until the convenants are gone and there's a material upgrade in performance, that is, profit, it remains risky for many of those with a full allocation to buy more, whereas others who are waiting for an entry/re-entry or top up point may think they have the better hand by waiting at this point in time.

That said, on the other hand, those holding a full allocation with spare funds are equally able to purchase if and when the green light is given by the company which will likely cause a stampede, particularly if hot money wants to enter at this market capital.

This is all assuming an instution does not get in early, too.

For these reasons now is an attractive entry point for forward thinking investors with a risk/reward appetite looking to invest in a growing Australian export industry; see any amount of articles re Gina Rinehart and live cattle for reference.
Why has she been diverting her resources from iron ore if iron ore remains Australia's best bet in the future?

Imho & gltah