Not sure if this has been posted but it appeared in The Australian yesterday. Analysts from Macquarie and Deutche comment on the Rail solution interestingly one of them thinks Gina should buddy up with Atlas and QR. FMG also comments on the story. I'm loving this stock, close to $700m in sales this financial year and then double in the next year. My tip is that a takeover offer will happen in the next 6 months before this operation really ramps up and makes it an expensive target.