we have parity, page-35

...A positive fundamental in the analysis presentation which I think a few of you have overlooked...

...Account Management (KAM)

...Capital of majors expected to be more stable

...Freeport McMoran
...Bhpbilliton
...RioTinto
...Goldcorp
...Vale
...Newmont
...Newcrest
...OZ
...Xstata
...Barrick

...Top 10 - 2007 revenue 32.9%
...Top 10 - 2008 revenue 35.9%

...Have taken a solid position in BLY last week for a short term and a long term view taking into consideration the future positive fundamentals in this co !!!