AEV 4.55% 1.1¢ avenira limited

very positive brr, page-16

  1. 5,719 Posts.
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    I like this one and have been following (but yet to buy in).

    I know I'll get shouted down but I'll raise my concern about the RP price - after seeing Oil (yes, different commodity) come back so hard after everyone said and expected it would only keep rising once it got above US$100, as demand will only get greater, and supply shorter, in years to come.

    And her it is under $60 - could only be short term I grant you. I know MAK can break-even around $125(?) but are any concerned at all about a significant RP pull-back before late 2010?
 
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