interesting point of view but I aint so sure...surely haulage of coal and the like is a bit limited. Some diversification in the form of ports seems like a perfect mix. It's really like cars on the road...the only way is up. Australia population and gdp will continue to grow with port activity increasing along with it.....why sell the family jewels despite a bit of competition?? should be plenty to go around to all players imho. anyway AIO is a range stock at the moment....at 1.60 it's about at it's bottom...will now go up to 1.70-1.90 before returning back to the 1.60's.....time to load up!
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