Why is Phil smiling on Page 2?
Well it's down now to GBG and China.
GBG will be a zero sum game for many months until the plant is up and running sometime mid-late 2010.
China - Still no idea what is happening there. Obviously something is on the cards. We've been waiting a while now..
I'm really disappointed in not hearing more about China. It will very much be a one man show so I hope Mr Lam is a healthy and strong individual. Hard to support from a-far
SP will sink tomorrow.
Hard even to have a discussion on what was presented.
Couldn't fund Whyalla either...
now report is out, page-5
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