Good News & Bad News, page-44230

My personal opinion is that Wood guy from Eiger
Capital nailed it squarely on the head.

Two, maybe three businesses will thrive just like with
iron ore. They will continue to expand, increase market
share and will be just fine. The rest could go belly up.

We are so lucky that PLS is a low cost producer, have
a HUGE asset, and his point about timing is important.

Pilbara got up and going at exactly the right time. They
could work out the kinks, fine-tune the business, and focus
on growing the business going forward regardless of
what the others want them to do.

People screaming cut, hold off product etc - they saying
that for there own benefit,