Comfort myself with the knowledge that GBG alone have arrangement with Ansteel, and that not all Chinese steelmakers will want to deal with the big 3.
Will also take a while for the Sundance fiasco to recede from investors memories; finally GBG will be producing in 2010, give or take a delay or two - and this is but a eye blink away given the huge life of these projects.
Rewards come to those who are patient. I reckon this is one to accumulate with the annual tax return.
GBG Price at posting:
0.0¢ Sentiment: LT Buy Disclosure: Held