Todays, likewise TU.
I have also been long term holder since the iii days, but lightened the load a couple of years ago when we had the old management. Still holding a quite a few these days and I am liking the story a lot more during these past 6 months.
No I don't think 'friends of mitsubishi' would be funding the projects, so I will be honest with that. However, CNQ will have little problem finding 100% offtake thru mitsubishi's connections.
Long termers will trade out of this at a profit.
I know it was posted before, but just a friendly reminder:
http://www.theaureport.com/pub/na/richard-karn-three-australian-miners-positioned-for-success
The miners are slowly coming back into fashion on the asx...patience all.
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