best board on asx, page-2

Something MAK's management doesn't get much credit for their strategy to bring together assets in sectors that China has been a dominant supplier (as opposed to consumer), which is very smart. It means they got great projects on the cheap due to a contrarian view.

One of the reasons the prices of phosphate, fluorspar, tungsten, tin and moly will get even stronger is that China is clamping down on supply/exports. The simple reason is to conserve it's resources. Another important reason is that the worst elements of the nouve rich over here have made fortunes in these sectors, basically by bribing local governments to get the cheap land rights for mining. These people have become the most hated class in China and the government is seriously cracking down on investment in rock phosphate and other strategic resources.