"Mowers, dont worry about DDxs' rude comments .... dont know what's bugging him"
DDzx just got caned on GTE (as did I) -
Sold the last of my RHMs on the way down at 32c - very interesting announcement today. We all know the IO price will fall once the supply ten folds in the next few years but by how much ?
The spreadsheet put up before tells the story - IMHO IO falls below USD100/T - it will be the high cost producers that will fall over first.
RHM - well still unsure - if it was producing now it would be making truckloads - 12 months is a long time to wait in these markets.
In saying that I love the stock andd management and that the project is rather simplistic.
I'm caught both ways.
Spozzie
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time for another look?, page-24
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