Apart from obvious FMG the neighbor, the chinese steel-makers (SinoSteel and BaoSteel) must be keen .
Don't forget the Russian ( owns 5% of FMG), and the Indian steel-makers.
Just look at all the takeover offers - ioh, midwest, BHP/Rio.
By Jan-Aug08 (Beijing Olympics) the iron-ore prices should
go up 25%-30%!
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