should - rio/awc be worried !

The large size of the refinery should rank SARCO immediately behind Alumina Ltd in size.

SARCO will close the gap by moving into production, expanding refinery capacity and acquiring new projects.


SARCO will provide investors a real alternative with 100% exposure to bauxite and alumina growth.

Expansion of refinery capacity from 600,000tonnes a year to 1,200,000tonnes a year is already in SARCO?s long term plan.

Just remember this project is in LOAS, only a stone throw away to China and backed by the chinese !!

Rio/AWC projects are in Australia, and ready to be hit with Carbon/Mining tax ,already royalties have gone up in WA !!

So think they will be worried here ,someone cutting there tree !!!!


http://www.ord.com.au/ASX%20Announcements/2011/ORD_Presentation_to_brokers_2011_05_19.pdf