I think Morgans report is really just stating the obvious.
It wouldn't surprise me if they were thinking DDH on a script basis
One is West Coast the other East Coast / one is Iron Ore the other one Gold / Coal.
All your corporate synergies - and MSV can still ride the wave with less volatility and greater balance sheet.
DDH would get an instant uplift in EPS.
the inflation Figures from the US Circa 7% and the recent uplift in the Gold price shouldn't be missed either.
This looks cheap if gold stays were it is but if it moves above $2,000 we could see a heap more demand again for these dirty drillers
Ann: Quarterly Investor Update, page-36
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