I'll add some points to your post to balance it out. 1.Doesn't Atlas (Iron) deal in Iron ore? 2.Quite a few companies released quarterlies/updates yesterday RMD /KGN to name a couple. At least they did it before close. 3. Calidus mentioned they will sell some to the tenements to justify holding costs (perhaps another elaborate lie) 4. I recall/remember when FMG and OZL were at the mercy of the banks. Will Mac give up the lucrative hedge, sounds to me they wont get there money back otherwise as who would buy these so called sh!tty assets?
Thats not to say the above wont happen and Im sure you will be one of the first to post if that eventuates.
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