great thing about easter is you get to read a heap of papers. Quite a few stories about RIO Vale and BHP and their control of the market. Another story about chinese mills calling for a boycott of the big three. This all helps the pressure building on opening the access to to smaller players.
My feeling is that BRM will tread water now regardless of resource upgrades and move again when we are looking at the logistics of production and start kicking some goals. This is nothing new to this forum. If your analysis is all good for BRM it may be worth checking out a few other players in IO
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movement at the station, page-21
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