BHP, RIO, VALE will not ALL be ramping up production if they expect demand or price to decline significant.
That said... it only makes sense for Chinese, Indians to be at least partially self-sufficient.
This deal in my opinion is DONE. it is a matter of timing. not price. if not this year at 57c, it will be the next year.
I hold about $20000 (cost) worth of shares in SDL.
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