With all due respect, Marius Kloppers is in the Iron Ore business which is the BHP core business. Moly is not for good reason.
Secondly if you consider Diggers and Drillers to be analysts then you are in a lot of trouble. Their the equivalent of a gossip tabloid and run hot and cold depending of which way the wind is blowing.
I have given you the heads up. I can do no more than that.