Some good points Gwaihir, we'll see.
Here is a research paper I found on the GGG website. Good coverage, but focuses more on GGG.
http://www.gggresources.com/news/14-december-2011-hardman-co-publishes-first-equity-research-ggg-resources
I think page 10 is good, shows how close Bullabulling is to RMS's Burbanks and FML's Tindals.