MIN mineral resources limited

Onslow Transhipping, page-904

  1. 11,399 Posts.
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    Lucky its not december yet
    its june dufus

    and they been talking simandou for a decade now, its hype & bluster but $23B overtime over budget black hole in africa

    btw shipping guinea to china is 3 times longer than WA so ship costs will triple
    they have to go around the cape or suez canal past gaza & iran war zone
    lol

    their costs will skyrocket
    China desperate to decouple from oz ore but cant, its too much cheaper & reliable than south america or africa

    we are in chinas same timezone & ships thtough melacca straits

    chasing african waterfalls is folly imho

    jerry is shorting today, beware
    Last edited by tomboy: 20/06/25
 
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