very good post
I have held for about a year and a half and will continue to hold - management has shown they are as good as their word and their is a fair bit of unrealised potential in their projects going forward
yes I agree they are heavily exposed to China, probably a blessing, but potentially a curse - but with higher iron ore prices they have a fair bit of room to maneuver should they hit a pothole
any iron ore price rises will be pure profit for the company
a fundamental question, page-4
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