Assumptions of companies are optimistic in general expect lower production, delays in start-up, higher capex, and higher opex,forward labour constrants ,labour cost curve for 2015 which is heading much higher,rising energy prices.
MY long term investments have a built in 23% increase in company's cost forecast, if they still pass im in ,just a bit of insurance, plenty of research out there to support this.dyor
big discrepancies, page-10
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