Yes, happy to leave it there. Just a reminder, it's you that keeps coming here and re-posting the same things over and again.
Doubt I'd still be holding to the point of ever starting to mine Hamersley. That's the difference I think, you're trying to apply a long term, all encompassing macro opinion up to the point of mining. Lots of water to go under the bridge before then, and chance for the SP to rise based on company specific news rather than macro conditions.
IMO EQN is basically at the black circle above for both projects given issues with Hamersley.
You're worried about wider IO & REE markets as of right now.
Cheers!
Ann: Presentation to Asian Steel Mills and Iron Ore Traders, page-42
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