Thanks for the media release (i missed that), but again haven't undertaken extensive research. I think if they are able to control their variable cost structure, monitor and pass on these as needed, and increase hegding efficiency, while sustaining a competitive advantage - I'd be comfortable as a shareholder (easier said then done I guess :-)
I'm also familar with some of their statistical/business talent and fairly confident they'd be able to strike a good balance in their hedging going forward.
Nelson
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march 08 stats released, page-8
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