"I've been in the game long enough to know a bubble when I see...

"I've been in the game long enough to know a bubble when I see one and I see a bubble with BAU."

A bubble??? A bauxite bubble??? I think there are only 2-spec Bauxite plays on the asx, and there is very little attention paid to them.

"I know you guys do your research, but it seems like you only see the positives and gloss over the negatives."

Well aware of the negatives - and risks - and mitigation required...

Go back and read my BAU posts and find the ones where I am not realistic regarding Bauxite prices, or company business financials. Go "Do your research"

"FACT: China has an abundant supply of cheap, high quality bauxite"

This has been said about Coal and Iron and yet contracts are made, prices and demand rises. There is always a partner or buyer in a market... Far less sovereign risk investing in Australian miners... Even for Indian and Chinese (And Saudi Arabia) coys.