SDL sundance resources limited
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BHP could be a game changers if they want to dominate in that...

  1. Pandev
    1,224 Posts.
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    31/01/12
    15:39
    Post #: 9621914
    BHP could be a game changers if they want to dominate in that region and start buying up leases and more importantly building the infrastructure.

    The only way to win the iron ore pricing game is to monopolise the rail and port and lock the Chinese out.

    If they want SDL, they had better step up soonish. Sadly, Hanlong and associates now have a decent size blocking stake.
    SDL Price at posting: 42.5¢ Sentiment: Hold Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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