What's the general consensus here on
1. IO price drops and smaller guys can't survive, which is what happened in the Pilbara a couple times. Anyone know a break even price for IO for this smaller operation? Costs must be low in Guinea.
2. Ability to sell. RIO will be pumping stupid amounts out so who needs a smaller one up the road? Prob same for Pilbara with FEX and old Atlas.
3. Does the owners of the rail.and port have to give access to Arrow? Or could RIO tie it all up?
thanks- I like flanno so having a look at this.
AMD General Discussion, page-207
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