Hey Ned, you've gotta get off those Bear Pills mate? You sound...

Hey Ned, you've gotta get off those Bear Pills mate? You sound bullish, then you sound bearish, then bullish, then bearish,... hahaha!

Let the market predict US$100/t or even US$80/t, even at those prices the returns don't look too shabby. F.Y.I. the model generates (f) 1.4c div @ USD80/t. The following table is not tax advice.

	Australian Marginal Tax Rates		Ti1 After Tax Yield
1		0%	14%
2		19%	12%
3	Corporate Tax Rate	30%	10%
4		33%	10%
5		37%	9%
6		45%	8%

If investors have their finger on the pulse they will understand the fundamentals, and the risks - pricing, production, shipments, costs, etc., and anticipate. By the time the broader market sees it, it will be too late. Best to do the research, have confidence, and be positioned for when the market wakes up and catches on. That's what identifying undervalued opportunities is all about, inefficient markets are a lot of fun! Let's bring in the cash next month!

Have a great weekend!

Pihrana