HIO 0.00% 2.1¢ hawsons iron ltd

I agree, Twiggy has done very well positioning FMG for the...

  1. 157 Posts.
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    I agree, Twiggy has done very well positioning FMG for the future while making the most of the current market conditions.
    He deserves a lot of credit and I'm sure he and his shareholders will be very well rewarded.

    I do expect the cost gap between low-grade and high-grade to get a lot wider in the future as carbon taxes and emissions targets start becoming more pressing. I find it hard to see the current 12% gap will maintain long into the future. These taxes are needed to force more investment into green projects.
 
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