it's time to go long, page-8

Coppertop, ignore my last post opening, I appreciate your detailed commentary. I actually like your assessment over mine.

I was relying on my recollection of that conversation at the last quarterly re 300t and haven't gone back and checked it, but your comments make entire sense so I'll go with that. Doesn't change the overall picture though.

$20/kg sounds good, and a simple way of working the numbers.

I also orignally assumed the price would continue to trend upwards over the year from whatever current starting point you use. But I then realised I just don't have enough basis to assume this without further company guidance, so yes I stayed conservative, although Ausheds thinks lower.

We'll see. Thanks