Gringo, Its good to see BRM thinking beyond the mine and a little ¨®utside the box. I was only in the iron ore game for a little while but I saw the difference guys like Richard Mehan made to Portman. Portman wasn't a mining company. It was an asset management company (the orebody) with a very good marketing department (Richard).They developed and held solid long term relationships with their clients in China. Richard went on to become MD at Portman and then even higher within Cleveland Cliffs. The pellet comments indicates they are thinking about how to get the best value out of the asset through knowledge of the end user. If WR has solid marketing and project management knowledge - then BRM will do very well. Portman were 70c ish around 2000. They're now $10+. With non-ferrous mining operations most of the value is to be made at the mine. With iron ore there's a significant piece of shareholder value that can be created at the other end. Lets see how WR does with this balancing act. Stu PS I'm confident enough to have 25% of my portfolio in BRM.
BRM Price at posting:
0.0¢ Sentiment: LT Buy Disclosure: Held
