This report for May 2011, is probably one of the very best yet! IF, you have already read it, my apologies for re-producing it again today...However new or long term holders will find this report extremely interesting, and imo, is a must read/bookmark.
http://www.rangeresources.com.au/fileadmin/user_upload/research_Reports/MM_May_2011.pdf
Cut and paste, copyright protected...the link only is allowed.
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