Boys,
I must admit, I like your comments on MCR. I have always thoght that PAN (the old Sally Malay) is also a good contender. Why? Mine life to 2020, production ramping up to 20kt, and they already sell product to Jinchuan. Also PAN mines Nickel Sulphide, like Avebury. I am assuming that MCR is also Nickel Sulphide.
On the Iron Ore front, TTY would have to be a contender, small ore body, I know, but there could be synergies with rail haulage costs. OZ may need to disentangle itself from the Micheal Kiernan company relationships, but it is not impossible to do.
Alternately, OZ, could take them both out !!!!!
OXR
oxiana limited
