Ha... I thought you might have something to comment on there Willy. I like nano stuff too in the sense that it is a whole new technical dimension that we are only starting to unravel: new materials, new devices, new applicatins etc. Mini motors and factories boggle my mind. Maybe I need to get lern'n and look back on some of your posts on the space. I guess I like stuff that I can understand from the perspective of my own background in natural resources and a smatering of macro/micro economics.

That said, I'm staying away from forest products still until things really swing away from the sub-prime wasteland out there. One good (bad) hurricane season can flip much of that around quite quickly (demand spike). That space is headed for its own supply crunch when the pine beetles finish up in BC/western North America and the USA housing market gets building again for real. I'm thinking 2014 +/- 6-12 months. China is buying but the vast majority is low-grade logs which has political problems (exporting sawmilling jobs) and some infrastructure problems (only two ports in China can intake whole logs and process them safely (pests). China is still not really buidling with wood and all of their product goes into dunage and concrete forms (low $$). Russia can turn the taps on and off pretty quick too. Forget about North American pulp for right now too.