where to from here?, page-2

Yes, always good to see the cash arrive hone!!!

Your "where to" summary is good with the overview being that things are positive.

I expect the next quarterley to be solid and I suspect that management will be doing what they can to have BCI included in the ASX200 as soon as they can. This will add to the companies profile and should see it re-rated in a modest way.

If the yield remains elevated I would expect to see people buying for the income and potential / likely capital growth until such time as the price rises to where the yield is more ""normal".

I expect further $A weakness to come when the Fed starts to taper after Helicopter Ben departs which will fuel BCI profits and underpin any weakness in the iron ore price.