As usual the "Phospho Boys" have delivered more intriguing insight. This price sag is probably a wonderful opportunity for Legend price optmmis but it does make one recount the cards in hand.
IMHO, natonalization by other countries only strengthens Austaralia's position - less efficient, productive, and more costly to those without subsidies. When it comes to shipping P to Asia, Australia also has a geographical advantage.
Our only real risk seems to be unfavorable fiscal management which would lead to bankruptcy and tkeover of assets.
Once again thanks for the heads-up from "Phospo"