Southdown should stack up on $72 USD plus premium or thereabouts. What the price is later this year is largely irrelevant... Long term forecasts are what matters here. We need to band together and get a strike on the bod so we can spill them before they destroy this one off pile of cash by investing at, or near the top of the cycle.
Savage River absolutely!
In a world of unprecedented leverage, debt and risk, China more so than most, putting all our money in foregone divvis on black and spinning the wheel on Southdown is unacceptable.
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