glencore and competition, page-16

Package,

I was talking about this rather positive piece:
Australian Resources and Investment • Volume 6 Number 2
http://www.ytcresources.com/i/documents/5/12/AR&I%20Vol%206%20No%202%20-%20May%20June%202012.pdf
(should have included a link earlier).

But you are right, the BAILLIEU note
http://www.ytcresources.com/i/documents/5/11/EL%20&%20C%20Baillieu%20Research%20Note%2027%20April%202012.pdf
is B.S. wrt the target price. Maybe a typo? Doesn't fit with their positive take on the projects in the text at all ...