Prophetic post of yours sir Bruce. From 2.5 years ago.
Given the news on Baowu today, I was thinking what a magnifier it would be, for Baowu to ink deals on both Simandou and the Congo Craton in quick succession. You alluding to the impact, that Simandou may have on our cluster aligns now with my thinking. What a massive middle finger that would be for the West. Sew up Western Africa…for the PRC faithful.
I’ll be extremely disappointed if they don’t ink that deal with us. It’s a superior, more cost effective and <insert a hundred bonza superlatives>. Time to market being the major weapon.
ANS Price at posting:
1.7¢ Sentiment: Buy Disclosure: Held
