australian article, page-18

Quite right in your observation MonkeyB, this is still speculative. Most boxes have been ticked except for the ability to get it to port. That's the issue that fundamental traders are buying and selling over. Clearly if the ability to get the resource to market is achieved then the current SP is way too low....if there is no ability/desire to get to market then the SP way to high for a pile of dirt. If you believe (as most holders do) that getting the ore to market will be achieved" then buy and/or hold. If you think that 1.6 billion tons of Ore is going to be left in the ground (presumably because there will be no market for it) the sell.

to my mind it's a simple equation.....I hold.