I think Shine is marginal and the high SiO2 doesn't help. I would like to hear from Craig Mitchell about the logistics, how many more trucks are needed is rail viable?
In a recent presentation the Chairman scoffed at the suggestion that FEX could be a logistics show with a mine added on,but he keeps emphasising the capacity of the port sheds.
I'm surprised how well the sp has held up,with the Chairman confirming the divvy will be lower and the IO price has dropped about 8% this month.
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