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To: koan who wrote (32563)2/11/2007 3:08:36 PM
From: Condor  Read Replies (1) | Respond to of 78424
 
I guess I was focusing on the following re: BMC

their forward contracts which run out half way through this year - with all their (25% interest) production unhedged after that their gross cashflows from downunder should be quite good - for 16 months.

Furthermore, Norilsk is under the threat of nationalization from Russia now I read. That should weaken productivity I presume.

C