Agree, iron ore just taking a breather given state of market. Still a lot of hype around iron ore companies but like uranium it won't be long till those with low quality assets and lack of infrastructure lose their market appeal.
I still hold AGO as it moves towards hematite production in October. Also holding VMS given its interesting magnetite play in Tassie which has +100MT potential and close to execellent infrastructure (including an underutilised plant) - bonus really as I held for another project. BMY is also one to keep an eye on as it has tenements adjacent to AGO (I don't hold but keeping a keen eye on).
I would stick the majority of my iron ore investment dollars into producers or near term producers, but with a small % in a high risk but high reward exploration play.
