I've been impressed over the last few weeks with the groups Komur has been meeting with in China re Hamersley. There appears to be good interest, and now Komur is alluding to the specific role the Hamersley resource could play for steel mills going forward. IMO the value proposition remains, even with general IO headwinds.
Cheers!
Ann: Presentation to Asian Steel Mills and Iron Ore Traders, page-56
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