My Opinion, FMG want Anketell. They plan to pump 200Mtns...

My Opinion, FMG want Anketell. They plan to pump 200Mtns throught that port as a big part of their 355Mtns strategy. RIO still not out of the picture and they must be cashed up at present with all their recent Iron ore money. BHP the same. I think once moves into the Pilbara these companies will all come out strong. They tried to suppress FMG for years but now we have three and I think they will do all they can to keep it this way.

FMG have access to money and BHP & RIO are sitting on massive war chests

Personally I think all three majors are stiil in the game for the DSO sites and this is why Maitland is to be seperated as this will go toward SINO or similar. SINO is different and established and will want good ore in close proximity to their current operation.

Plenty of good to come yet in my view