Some really interesting reports in the last 24 hours!- Macquarie...

Some really interesting reports in the last 24 hours!

- Macquarie have used a DCF analysis to value IRN at $1 per share vs. ABN Amro target of $1.92
- Xstrata about to announce that Tampakan development costs have risen from $1.9B to $3.2B and production unlikely before 2013. That will influence Macquarie's DCF calculations too....
- Lion's diatribe on the dangers of the Philippines has pissed off everyone with a mining interest there

ding ding - round 5