atlas iron a good buy or a value trap?, page-49

Hey Paulago, from my understanding when they get to 15 MTPY
they are reaching the end of their trucking model, to get more ore they have to truck further from the port and it becomes uneconomical. My guess is they will strike a deal with with FMG or BHP and lay spur rails to the main lines from existing mines. If there is no rail then they continue trucking, trouble with this is that they will eventually exhaust the ore in Horizon 1, Horizon 2 is too far to truck.