HI Tibbs,I welcome your input as it sounds like you have given...

HI Tibbs,

I welcome your input as it sounds like you have given it a lot of thought.

Baz (DD) is sensitive because every time an EXT person tries to discuss the relative merits of the two neighbours on the BMN thread, Stolwyk (who is a moderator) gives a nasty slap on the wrist to that poster. I have also been given the stolwyk treatment, it was polite but firm and hurt only a little bit.

I understand your viewpoint but I don't know whether it explains the difference in growth between the two stocks. It implies that a large number of the traders look at the fundamentals just as you have and base their buying and selling on that. I am certain that is not the case with the lion's share of these traders.

For example WMT went from 2 cents to over 40 cents, based on what? I do not believe it was based on fundamental merits because as far as I can tell there aren't any.

EXT's results seem to be at least as good as neighbours and the recent Comsec report supports this. I take on board what you are saying but it does not sufficiently explain to me what's going on with EXT.

Thanks anyway for your views and I hope you are right about BMN and it turns out to be a monster deposit. I still have a dream that EXT's deposit is going to shock everyone once it is established just how much resource they control.