IOH iron ore holdings limited

Guys, just wanting to fire up some speculation on the forum...

  1. 7,348 Posts.
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    Guys, just wanting to fire up some speculation on the forum regarding Anketell and the likely outcome (i.e. who will build it?) and of course how IOH would fit into that picture.

    Firstly - How many business days are remaining in 2011 and when will Barnett simply make a call on who will build this thing? I suspect the recent attempt by AQA to establish a 50/50 JV with FMG has thrown a spanner in the works and we might be waiting a while yet...

    So... is it going to be AQA or FMG? Or a 50/50 JV between the two? What is the best outcome for IOH holders?

    And what about allocation at the port once a developer is named? How long might we expect to wait for allocations to start being made at the port?

    There are plenty of unknowns & variables here...

    Any ideas as to how this is going to pan out for IOH?
 
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