re: Ann: SRK Appointed to Lead Concept Study ... You can't really start talking rail access until you got some PFS or DFS going... The rail/port is the final part as you complete the BFS and organise funding...
For now we have to be happy with more drilling and more Mt and studies showing IV and Bungaroo are cash cows...
It's going to be epic to see the drilling results coming through... So many targets... So much success in past projects...
Still backing FMG/AQA as the most likely partner in years to come...
I think BHP/RIO will regret the day they stop 3rd party ore on their lines...
If I was running those IO divisions I'd be lining up so many mine gate sales it isnt funny... Your cost of production is $0 you simply work on margins and once prices drop you dump them cause their costs of production is to high.... Or maybe their numbers men have worked out that with the elasticality of demand for iron ore it doesnt make sense to apply them on...
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