I think Aitken has got it about right. He's historically been...

I think Aitken has got it about right. He's historically been willing to make the big calls and he seems to win more than he looses.

He is a 'super bull of the super cycle' on all commodities.

Assuming AVO do get taken out this year it's hard to see who will be the next NEW Aussie based greenfield / slightly brown field 170 - 200k producer...

Any thoughts? IGR? They have been smashed in the last few days...RMS possibly?

When you look at AVO and their success to date it lies squarely with the simple fact that their management is of the highest quality. IGR could fit this mould possibly?...but not RMS at the present time? (I don't currently hold either but have in the past and may do so again)

Any thoughts anyone on the next AVO?

Cheers and good luck to all.