AGO
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0.00% 4.5¢ atlas iron limited

a very important day, page-9

  1. Profit Taker
    3,555 Posts.
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    05/06/09
    16:42
    Post #: 5249176
    More than likely that Rio/BHP will argue with more conviction against third party access along the lines of logistical complexity and delivering synergies.

    Agree that its great news for other iron ore producers like AGO, with the Chinese to focus on the lower tier producers. Would not be surprised to see further consolidation of the Pilbara either.
    AGO Price at posting: $1.70 Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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