when is good?, page-91

ALthough it is tempting to look at SDL through FMG eyes, the story and investment climate is entirely different.

When FMG was a few cents, iron ore was not considered to be much more than gravel. FMG WAS Andrew Forrest, and at the time, he was considered a dismal failure. Every time FMG got a mention it included a reference to his failure in Anaconda.

My self and a few others, - and none of the big boys, - noticed that there was a divergence here, FMG was rising despite the bad press, Andrew was somebody to follow.

None of this type of hype and controversey surrounds SDL. SDL Is a very good story, no doubt, but it does not have an Andrew Forrest at the helm. And it is in darkest Africa. To me it is a very good spec investment. I don't expect to see another FMG in my lifetime. We only get one each.