increase in jorc , page-32

greetings westoctt,
i had to dust off the atlas and see for myself as i thought for a second i'd been sucked into a time warp and marco polo was still getting around in a sloop ;)


thegun,
could you please elaborate on your comments there?
here are a few of my thoughts
1. my reckoning is SDL is closer to potential european and brazil customers than the likes of FMG.

2. the chinese currently pay CVRD shipping subsidies for their ore.. why wouldn't SDL achieve the same?

3. what are you thoughts on the cost comparisons in terms of extracting ore from the earth. please use SDL and FMG as your two comparison companies.


regards
Davo