buy sell or hold, page-20

Too much details will cloud your judgement....

Im not into Micro enconomics or accounting. Just Macro economics... All one needs to know is that there is profits to be made... Worst case scenario should be played out.

CapEX = AU$40/TONE
Average Spot price 2009-2010 ~ ??? US$60.00
AU dollar = 0.44

If commodities drop to long term average then expect Aussie dollar low 40 cents.

Chinese are waiting to pounce on the WA region... Just waiting for the AU dollar to hit low 40cents...