what wrong with sdl, page-9

Agree Michael.

West Africa is the next big thing when it comes to iron ore. The company that controls the first major rail and port infrastructure is in the box seat. $6B invested in West Africa right now will, over the next decade or two, reap many times more than $6B invested in the Pilbara.

SDL tenements have plenty more to offer - I am convinced that 35mtpa is just the beginning. I would bet my house that in 5-7 years time production from the current SDL tenements alone will exceed 50mtpa. Then add to that all the other projects in the region that need access to the rail and port infrastructure - 100mtpa is just the start.

Lets just hope that SDL retains a stake.