re: Ann: September 2011 Quarterly Production ... Jovanco
you should be worried not only about the IO price moving south but also the FMG debt load moving north.
i know for a fact there is a directive in the Rio camp that no more money for IO projects not already on the go for the time being and thats a real signal to me on IO prices.
Ann: September 2011 Quarterly Production Report , page-34
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