Presumably accessing the European Cap Markets is not as easy or in supply as we would like.
Undoubtedly channels for sourcing critical resources have taken a major turn in Europe. If BRICS nations and their sheep (looking at some of Africa and South America) isolate their resources to this economy (world order) it will only leave Europe, North America and the rest of the Western world scrambling for resources. Surely that puts Australia in a positive very position. I suspect, like most seismic shifts, it takes a while for the bell to ring loud enough that decision makers actually act. It's clearly begun, but there's a long way to go.
LNR will hopefully be rewarded for riding this wave of demand.
LNR Price at posting:
0.6¢ Sentiment: Buy Disclosure: Held
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