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Ya, pelm1, I start to enjoy to talk to you since you force the people think especially those who have different views form your one.

All of people have their own perception about the future, in FMS case, the perception about the FMS IO. After the tsunami started to kill all of the hopes, all of the cool minds should know all of us have some biases. In another words, the perceptions from all of us have some truth or false, which need the future to confirm and no one should declaim the failure of other's perception now. It is not because we are limited by our nature but no one could predict where the IO fundamental would be in future after the market perception changed.

As FMS shareholders, we have the biases to expect the best results of FMS IO. The people who get attracted by FMS IO but are afraid to jump in have the bias to magnify the darkness from the tsunami. We need some strategic and logic consideration based on our own situation.

FMS IO is a item of the fundamental but we really don't know the final results. Since we don't know the results we would introduce a lot of different biases. The global economy trend would affect the person's perception about IO, which in turn would affect the IO demand, price, and other fundamental items. So a lot forces work on FMS IO viciously or benignly. How could we select a good option for our own?

We want to get the chances to get big winning but little or affordable risks. I feel the understanding of the big picture first is extremely important to us.
1. It is evident that the IO booming could go so far since the China industrialization.
2. The advanced world is very important as a stabilizer as an anchor of the IO ship.
3. So the conditions for IO booming to be continued are:
3.1> The advanced world become stable in finance
3.2> The industrialization in BRIC would not stop
4. What FMS we should expect
4.1> Get the huge IO with acceptable fe and impurity
4.2> Get the cash flow positive with whatever the measures it could find
5. What consequences to you not others?
5.1> The most important question to every one around FMS is if your future risks are affordable
5.2> Do you believe an Industrialization of billions of people would last decades and they do need the IO?
5.3> Yes? take the risks you could afford and if all of the positive forces could let the world believe the IO demand is huge again, another booming would be stronger and longer and should be much stronger and longer.
5.4> The conclusion of the stronger booming comes from our nature and logic. Somebodies said the star gives its brightest light at its end.
5.5> If you gamble pennies for dollars, you have to be alerted don't sell too early or too late. It is your responsibility to get out before next big crash of resource and IO.