Ann: Change in substantial holding, page-3

80%
very surprised
yet UBS still hasnt sold their 6%
looks like FMGs banker is peeved at AF big time over this, they got stuffed holding the crying baby at 220c.

BHP will be eager to cut MCR offtake now imho
MCR is in breach of its offtake deal with BHP, nowhere near the 10ktpa supply.
only 4ktpa and the rest is low spec impure ore they dont want.

Smart money sold at 200c-270c listened to me as I called the SELL ZONE SPOT ON last year.

Shoulda taken the money toombs.