There are some good comments on the VMS thread they just shipped their first load of IO, they are close by in Tasmania. I dont own shares in them I think they produce just 57% fines.
There was a good comment over there about how a V shaped recovery in IO price is quite possible.
It got me thinking why we cannot use a few hundred million to expand our operations in Tasmania to say 5 million tonnes per year instead of SD.?
What are the hurdles is it the plant or pipeline? Can we truck more IO from other places close by or no infrastructure ?
GRR Valuation, page-425
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