Atlas Iron Ore Contract., page-5

This is why the market is so inefficient in pricing risk.

Do we really know?
Does this justify a 30% drop in the share price over the last several months?
Does this mean that 30% of MCS business has disappeared?
Does this mean that there wont be future opportunities?
Could business at atlas actually be business as usual? What about in 6 months time? What about 12 months time?
Do we really know much at all?????

I cant answer the above questions