http://www.copyright link/business/...st-cuts-as-iron-ore-collapses-20150407-1mg071
interesting views from Simon of Allan Grey. Imho if they've always given nil value to iron ore then that's a bit of reassurance. If they've got that wrong then yep AGO Ann is very sobering. Exciting times. Risk seems very high and unclear if IO has found a base yet
http://www.copyright link/business/mining/arrium-pitches-more-cost-cuts-...
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