In terms of disclosure, we haven't known a lot about the cost structure.

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There's been a cooling off in the U.S..

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Consumers will be squeezed with higher interest rates, which is not good news for the market generally.

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Miners have been massive in the past 12 months. The commodity bull-run has been enormous.

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The guidance is going up and the numbers were above expectations across the board, particularly on the integration of Allied. It's pretty good news all round.

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We are still breaking new highs, but I think we are starting to run out of steam.

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It is all M&A fueled. The momentum is very much on the back of M&A stories, but there comes a point where things get too expensive to be taken over.

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Everybody thought it was a done deal on Friday, but now they are not so sure.

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It's a little bit of a cooling off, but a half percent isn't bad.

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