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No true:
AVB have 24,400t in their HG for Direct ship possibility. SFR have 50% more with 36,000t in their HG & are definitely moving on to direct ship.

cost to a large U/G copper/gold mine isn't such a big deal, particularly when they will be earning plenty from direct ship. Plus can raise whatever they like with nice high SP.

I do NOT hold SFR; just been looking at it, as a few here are using it for comparisons. I DO hold AVB & will be holding for the longer term.

cheers,

ned.