The boom / bust 40 year pattern that has kept investment out of...

The boom / bust 40 year pattern that has kept investment out of the commodity is dead.

Been up over $8 for 18 months which supports the 'structural shift' theory. We should feel lucky and to have been the early movers who took the risk which will be justified shortly.

Latecomers will also get a great return as this support is proven in the coming months... but the TMT 20's (20c / $20m) will be resigned to history very soon.