Ville,
I agree with your sentiment whole-heartedly.
On another matter, I was reading a report that has upgraded forecasts for copper, gold and the AUD going out to 2018.
They are much more bullish that the numbers I used in the latest model I posted. These forecasts have been put together by Clinton Dines, a former BHP exec who has lived in china for 30 years.
When I get some time, I will update the model and post the findings.
HT1
settlement ramifications, page-7
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