My take is that if this project was really a threat to Rio, Vale and BHP then they would be acting defensively and bidding for SDL. Maybe they will, my take, they have done the research and don't rate the project and/or CAPEX to get it to production. Rio BHP and Vale understand where there revenue and profit comes from and if SDL and the resource was a threat they would be on6 it....
comments byhanlong & 2nd offr delay good 4 sdl, page-9
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