Big 3 Game Plan, page-2

.....I believe the big Australian and Brazilian miners will win this war of attrition, and over the next few years most of the Chinese iron ore mines will close, with the result that the iron ore price goes back to $US120 or more and stays there.....

This together with the structural demand and supply reversal will no doubt be on the mind of potential SDL $US 21/T DSO asset equity partners.