Hi hotfire. thanks for the post. But, respectfully, I think...

Hi hotfire. thanks for the post. But, respectfully, I think you're wrong.

I agree there's absolutely no future in domestic sinter sales at $14/t. But SFZ immediate future, 12mths ago, was about selling mostly domestic lump, then $60/t now $45/t, and having a market cap twice where it is now well before they started pitching for $130-150m in extra capital for the intl expansion plans.

I understand that domestic fe prices have slipped some, that's not the the issue, the issue is the product mix coming out of the mine. the original SFZ plan had a much more profitable domestic sales mix.