bhp: announcement regarding rio tinto offer, page-10

Hi Seik

I too have had the warm and fuzzies.

Now that the ERMS SR technology has been proven, I'd say it's an absolute no brainer to conclude (like MT is reported to have said) that ERMS SR is the key to Corridor Sands. IMO a smelter is a no-go due to the power constraints which have not eased in the past year. If anything they have become more erratic. Power rationing is still a fact of life there.

I have asked BHP for an update on projects snowstorm and polar

http://www.bhpbilliton.com/bbContentRepository/071116BhpBillitonTzmiCongress2007.pdf


There's a lot going on in BHP atm so it may take a while for them to get back to me. When they do I'll let you know what they say. They have always been very helpful in the past...

There's still not much out there about Metalysis (project polar is BHP's JV with Metalysis). Most of the stuff is either subscription or pay for report. Neither option is attractive to me!

This is their latest press release, and it would appear that there is a natural fit...

http://www.metalysis.com/downloads/release_may2008.pdf


all good
:)