No surprises in your post.
Defies belief? Haha the port agreement will be tied up with the BFS. If that doesn’t get up then it’s dead in the water. This isn’t a bottom drawer, there has been large gains over the last 2 or so years. The new management have had time to set goals, let’s see if they’re able to deliver to the schedule.
In regards to Evergrande it’s still very murky. In the meantime it’s much easier tracking the IO price and whether GWR is operational. Do you know what the conservative IO price MIO has used in their modelings?
Ann: Macarthur takes another step forward on DSO, page-5
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