hotcopper on the nose tuesday, page-23

everything's getting punished .I wonder if the Iluka announcement was ringing the bell on the China story .If that demise comes to fruition it doesn't bode well for us here .Either way there seem quite a lot of issues to work through on many fronts before one can be optimistic again.i.e. it needs to be really bad before it can again be good so the cautious and patient are presently in the box seat