so the frace continues, page-14

Doing well mate, thanks for asking. Doing research as always. Interesting conversation this arvo with a senior O&G type. Going through possible scenarios post 2013. The China story is far, far from dead and the biggest driver of that story will be energy. Oil, gas & coal. They have an insatiable appetite. Brought up the interesting scenario that with the north, west shelf rolling off and the slow ramp up of gorgon there won't be enough gas or energy even for local industry. The likes of BHP & RIO will be affected with plans & development. Energy market will be as tight as a drum going forward. The short term story is China and is co's being far more accountable with their yuans. We're in a good place, just have to be patient.