I am interested - why have you choosen bauxite as your commodity of choice.
You obviously look like you are doing a very thorough DD in selecting the companies within this sector.
The first key, in the resource sector, is to get the commodity correct. A lot of mistakes can be made in selecting your vehicle within the sector, provided you get the commodity correct.
That, IMO, is the most important first step.
Cheers
John
PBX Price at posting:
5.0¢ Sentiment: None Disclosure: Held
