Muzza,
QRN - agree, think they will be looking at supplying rolling stock on a contract basis covering owning, operating and maintenance. In effect this component of OPR is outsourced.
Matt,
Xstrata is a possibility as you correctly stated looking to get into IO, they are also looking at Pilbara investments which offer lower entry and operating costs.
Next week Greg Martin is planning to visit Japan, this will be turning point for JV!
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