lsg behaviour?, page-2

Makes a heap of sense - but will Laf trade off their country operational experience cheaply ? Still confident LAF will outperform at my av. down price.

FYI. Never happy when miners talk of wet season rainfall problems [OXR / LAF et al ]- like.... its no secret of a Rainy season in SEA. But speaking to an old timer in Borneo - this years rainfall breaks all records [21yrs]. However the thing is - expect more of the same so still no excuses, latency must by built in to design.

BTW- could completely be the piss talking, but I hear the heat is off coal prices. So if your over exposed , hedge the position with some long out of the money puts.

chrs