FA & General Banter, page-14648

Theses company prices are driven by a bunch of fanatics that look at offtakes or resource size only. Its all retail money, very little institutions as they know better. They miss the commercial reality of getting mines build and product on boats. Once this reality sinks in and shareprices will stagnate and/or fall. The cream of LTR will rise to the top. We are in the safest mining region in the world with, a suburb resource, perfect infrastructure with top notch experienced management and viewed as low finance risk. Think about it, the 18 wheelers that need to leave a mine every 10 min, then drive 3000klm on roads that dont exist in Africa and deliver to a foreign port, wont happen in a hurry IMO. The reason why this is important is that the industry realises very soon that the supply is very limited that is coming on line in the next 5 years and they will all revert back to WA, which will see increase prices of Spod and SP for LTR! AIMO.