I'd say we're OK for the rest of this year, but combine even a slight drop in demand with LOTS of new producers coming on line, and you may end up with the perfect storm.
Word of US recession problems spreading to Europe, thence to Asia, China slowdown post-Olympics......anything is possible.
I'm hoping EXM is well ahead of the pack on this, and will use early production on one project to fund continued exploration and other projects. As you posted blackjack, this may be happening sooner than we thought.
major investment group, page-29
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