For what it is worth......i was in Beijing last Thursday night at the PM's dinner and witnessed two exciting things.
I met Twiggy and he had a table of Chinese SOE's and investor groups with him. 3 weeks and the first ship arrives here is the word from the horses mouth. Naive to think that Chinese arent going to make a play. He is verty bullish about the role FMG will play in Macro negotiations as the 3rd party in. All good irrespective of world markets has to the observation from the love in the room
the 2nd was a small techology/miner that I have a holding in, Smarttrans (did a deal with Newcrest last week) got the PM to launch their product in Beijing also. Good profile builder but they have an awesome opportunity with some Logistics firms in China this year. The boys must have some good cred to get him to do that
Anyway all looks good on both those Chinese fronts> well worth the trip to suss it all out first hand
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