costings v production, page-7

Hi Beachtrade,

You're right. I didnt factor in there will be no reduction in production over time like a Oil/gas well...

This makes all the difference IMO. Thanks

Now I just want some more info on the Holcim and China projects especially Holcim as they announced 5units would be popping up in Sri Lanka back in Dec 11.

Once I see some actual projects being actioned I will be a definite buyer..

You're also right re LJ..IMO There will be downward pressure on the SP until they are out of the picture. I used to see them in a negative light but now I just see it as a prolonged period to accumulate at low prices..I have seen it many times and I cant see AEB being any different.