Ann: Exploration Update, page-32

Yep agreed. it seems like most of the hard rock Supplies in aus are having second thoughts at these prices. Wont take much for a few more to take action like Green bushes etc that it should start having a material effect on prices, especially if the supply destocking that a lot of the more independent commentators have been talking about is as strong as they have been suggesting.


My prediction above is very much just throwing my thoughts out that im feeling this week. Will be interesting to revisit and no doubt see how wrong i was in a few months but hopefully not. And if im somewhat right hopefully we will all be a lot happier with the way the future of CXO looks like.

Also I'd love to hear other peoples opinions on what they predict.

Good luck.