Ann: Bradken Ltd (BKN) HY 14 Results Presentation, page-4

re: Ann: Bradken Ltd (BKN) HY 14 Results Pres... I can't understand this. These guys service mines. The problem everyone cites with mining is over supply because everyone is opening new mines. Let's link the two....
Bradken is going to make less money selling mining consumables because more mines that need mining consumables are opening up. It is not logical.

They may have had a decrease in sales while mining companies ran down inventory levels to curb costs for a few months but mines can't run without this gear and as noted in bkns presentation, orders are increasing again...

Perhaps more of bkns business is related to capital expansion than i understand.