deeper discussion on medium term strategy, page-44

rupert,

i'm flattered you think I'm insidemoney - his insightful comments and objective analysis are refreshing in this usually sycophantic and deferential forum.

However, sorry to disappoint, but I have no idea who insidemoney is - look at the ISP's if you're so worried about it.

ESI is a good idea but they just can't get their ass off the ground.
Sure, there are some decent lobbyists like JM pushing their cause, but ESI has been around for years now - for the first time EVER, they make it possible to export Vic brown coal, creating the possibility of a MASSIVE market. They could do for Victoria what oil has down for Saudi Arabia - and yet the SP falls and falls and falls. There's something very odd about this company, something just doesn't add up. Investors should be jumping over themselves to get on board. And the stagnation had set in well before the GFC - can't keep using that as an excuse.