Hi greedygekko, it is useless and pointless to use your 4 items to compare FMS with anything in the market.
You could not find scale to measure everything in the market. It is not your bedroom or laboratory. There are unprecedented events in the Pilbara, around the IO demand, and market. You are looking for certaintie for your money and you should go to the bank for a cash account.
The past evidence has shown FMS IO is not concept any more. Do you know how much FMS IO is? You don't know, do you. If you don't know, how could you compare with?
You don't have FMS stocks. Don't worry mate. You could not get what you want from it. You want quick, certain, and scalable IO, you have to wait until the last drilling results.
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