BAGsy,I've appreciated your posts in the past but I think you...

BAGsy,

I've appreciated your posts in the past but I think you are being a bit unfair on Rod. All he is posting are his views on ST SP moves. I happen to agree with some of them -although he is a bit more bearish than me - and I certainly disagree with his EOY SP estimate.

Good grades today for sure but I think anyone trading FML - which is where the SP moves are going to come from until a re-rating - will wait to see what extent the T/T and expl/dev affects the Q'ly. I expect high costs and lowish prod'n and that doesn't phase me LT - but I know it will affect mkt sentiment ST.

I think this thread is all the better when we get good info AND opposing views - provided they are backed by a solid argument (as Rod has).

Cheers,

C12