Found this article on Bloomberg, good quote : ( hopefully LBE will be a genuine producer )

``We'll look back at this time in months to come as the greatest opportunity to purchase,'' Rogers said. ``Inevitably what we will see is a focus on costs and a flight to quality and low-cost producers.''

Alto Capital's Smith agreed, saying Asia's fundamental growth prospects remain sound.

``The bumps in the market get rid of the pretenders and allows the genuine producers and explorers to expand,'' Smith said. ``Future demand will be driven by China, India and the rest of Asia.