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big upgrades to iron ore price by merrill lync, page-3

  1. prowiz
    7,710 Posts.
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    07/06/11
    16:35
    Post #: 8509503
    Giullio mentions the 3 year time frame required for the construction of rail is based on western views, if based on Chinese views he says construction could be quicker.

    http://ircast.com.au/conferences/online/srr11/presentations/1303/player.html

    refer to slide 22.
    SDL Price at posting: 38.5¢ Sentiment: LT Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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