atlas iron a good buy or a value trap?, page-30

It's all guesswork at the moment as to who will AGO strike a rail deal with. Last week I thought it could have been with Gina's Roy Hill Group, but now I'm not so sure when you listen to the BRR analyst report around 41 minute mark KB said that that it was much smarter and cheaper to develop the capacity through a brown field port (Utah) than a greenfield port (SW Creek), and to develop innovative and commercial infrastructure for rail/port in a brownfield port (Utah). So who is at Utah? BHP and FMG.