"My thoughts are "start researching now,so when the boom really...

"My thoughts are "start researching now,so when the boom really hits you know how to pick the real winners from the rest who rise with the tide."


It's a great article PoS a few of us have been saying it for a long time, great comment from you & i think we've both got bases pretty well covered.

Not only did the fact that the AFR article was there when i picked up the paper Saturday morning give me reason to smirk but Stuart Roberts updating his broker report on NEU earlier in the week with the 17c base case valuation 500% higher than current market price & then followed up with this sector article turned the smirk into a big freakin smile :-)