KZL 0.00% 12.0¢ kagara ltd

All games aside. The big elephant in the room kinda question...

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    All games aside. The big elephant in the room kinda question is...'when to exit mining stocks period?'...

    My brother works high up at Rio Tinto, and we chat at times and both think the end is nigh. At the other end I work as a training consultant for BMW in Germany and deal with a lot of high level managers. If you press them, most think the China thing will, could last until 2020 but I reckon you need to knock five years off that to sell before everyone else does and then your close.

    So, 2015. Australia is a one stroke engine economy. Mining and energy fund 75% of the budget. Interesting.

    Seems, nobody is focused on the latter big ifs.

    I'm with True Blood, sell all, get what you can, pay out holders. The mining boom has 3 years left. That's it.

    What has come to impact KZL will infect others - big or small. It's just a matter of time.

    I give Australia 3 years before the AUD, cost increases and inflation kill everything left.

    BB.
 
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