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just got emailed news item, page-2

  1. sigmadelta
    10,295 Posts.
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    18/04/08
    17:15
    Post #: 3604436
    It's a rough summary of the rock phosphate production in Australia. Notes about a new pricing environment, and MAK having a low capex, and significant buffer against any fall in price. Very little opportunity to significantly increase production in any of the other existing mines. CI resources having a 5 year supply left and their battles in court.

    Good stuff.
    AEV Price at posting: 0.0¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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