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Hi LoftusFrom my readings, the supply/demand equation for iron...

  1. Roger1
    648 Posts.
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    12/06/11
    10:58
    Post #: 8529910
    Hi Loftus

    From my readings, the supply/demand equation for iron ore will start to strongly favour supply (over) by 2013/14. Now as TS uses the Mk2 crystal ball, I am sure that he is working hard to lock in asset sales ASAP to take advantage of the current shortfall. TS will also be conscious of the likely down turn in world markets that potentially could last for some years.

    As I am relatively 'old' the privilege of time is not on my side, so lets hope that TS can deliver sooner and not later.

    Cheers

    R1
    CFE Price at posting: 45.5¢ Sentiment: Hold Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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