price alert, page-19

Don't they already have a defined resource for the SA plant? I think its interesting that they're setting up heaps of little 20,000 BPD plants. The Ann said they were "saving time and money" doing it that way.

The rumoured coal production cuts are very, very good news. If Rio, Xstrata and others cut production, this will put the squeeze on prices in 2010. Xinwen know this.

Likewise, global oil production cuts are good for Linc if we plan to start producting in 2010/11. It's very pleasing to watch commodities start the slow journey full circle.

Production is easy to stop, but (comparatively) hard to restart.