Great analysis mate. You have been too quiet too long. Great to see a post like this from you.
Analysts need to reassess their spreadsheets. They still haven't. How much evidence do they need?
- the proven new floor price where all the expensive cheap stuff disappears
- the difficulty and over-hype in producing the projected supply numbers
- the advantages producers have in terms of cash flow right now.
Our price is slowly grinding higher. Deserves to be in the $20 range already. People, don't give away shares to the fundies.
Don't worry, I can wait, so can all the other smart longs ;>
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