FatbucksHit the nail on the head with that post.I have recently...

Fatbucks


Hit the nail on the head with that post.

I have recently read these following articles and even though the SP is presently in the dumps for a long term play my long term outlook has not changed for SDL . Africa is the new playground for china and with the change of leadership at the top of PRC now confirming that energy consumption and pollution in china is to be tackled head on.

The new place of production of china's industry will be in africa where the pollution and the rape of cheap energy will go unnoticed for some time.(Disguised as foreign aid )

SDL is the start of these new ventures (truck plants + steelmills).
Australia will wear the fallout from these china shifts.


Have a read , very interesting

http://www.businessspectator.com.au/article/2013/4/16/economy/why-gold-slide-signals-australian-alert

http://www.businessspectator.com.au/article/2012/5/21/interest-rates/mining-boom-cut-coming

http://www.businessspectator.com.au/article/2013/2/7/commodities/china-makes-frightening-energy-shift

http://www.businessspectator.com.au/article/2013/4/15/resources-and-energy/contract-killers-mining-boom



TW