Ann: Half Yearly Results Presentation, page-46

Interesting stuff but I think you may of benefited from watching Donald Trumps full speech about it today. In it he went to great length to say do not be fooled by the raw steel numbers that are imported into this country.
He went on to say a much larger problem is the volume of modified steel, fabricated steel and transshipped steel (from China to another country then onto the US) which will also be targeted with these new tariffs.
It really was a fascinating speech and the devil is always in the detail
I think it will be a game changer for those supplying raw material to China and India.
Obviously more pressing is we await the pending lawsuit decision which is sure to move the SP one way or another.
Hopefully a win for BRL but I think it is a 50/50 call which makes this investment a bit of a gamble at the mo.

Is the port on strike or not.......does anyone know.....apparently they are already diverting ships away due to the uncertainty of the Strike