At the RIU Resources Roadshow 3 weeks ago, Shane had copies of a recent article from Toby Green of CRU Consulting based on his HPA research for Macquarie. I'm guessing most of you won't have seen it before, so I have uploaded a scanned copy if you are interested in reading. One thing that may pique the interest of our trolls is 'CRU is aware of at least one other company of a comparable scale that is considering a similar arrangement (to Mitsubishi)
