brockman dives as atlas targets ferrous, page-5

It's now up to BRM management to convince the market that we have a viable resource and can get it to port through FMG. If AGO do take over FRS, our Wah Nam best buddies may not have any choice but to go with whatever is negotiated with FMG.

My only misgivings are BRM management's ability to negotiate any rail deal, let alone a reasonable one. Maybe FMG will be willing to cut a reasonable deal if they see a growing AGO as potentially some sort of threat to them.

A rail deal should have a big impact on the SP, but is likely to come anytime soon?