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It says it all really:
http://www.news.com.au/dailytelegraph/story/0,22049,21801546-5001024,00.html
http://www.news.com.au/dailytelegraph/story/0,22049,21801546-5001024,00.html
But the prices could easily tumble on a sniff of bad news, as both companies are yet to establish profitable production.