fundamentals are still in place, page-9

I don't know, but i am betting on China filling the vacuum.

I also think Xstrata will not be keen on that, as it may impact them in future as they will just be another rail customer.

Xstrata will continue to drag its heels until the Sept election or prior to election if the PM is still in power and polls point to a whitewash.

I also think Xstrata is seeking JV partners for Wandoan, any success there will be a massive green light for the sector.

I posted my thoughts on what I believe the insto game play on the BND thread.

I believe second half 2013 will be very bullish for materials. But it is hard to add more to the kitty when most are badly underwater. Hence the gains will be very impressive.

Everyone talks about the high AUD$, but do you thing the dollar will $1.04 in 2016? imo opinion $0.84 +/- 3 cents.

Decisions made now will be well worth it.

Look back at Iron Ore prices 2004/2005. On those prices no one would have built iron ore operations. But they were built on future demand.

MTE at today's low of 9.2 is priced for failure. I am see other stocks with nothing but high hope and possibilities have better markets caps than MTE.