CAP - Offtake Predictor Game, page-12

Hello to all,

I'll go with 30 June
You are probably right it will be Mitsui but I'll go with Bahrain Steel
SP before the ann. around 16c
SP will touch 30c

Anyone comparing CAP to MGT or other companies should do proper reasearch and look at the numbers. If you understand all numbers you can see how good is our IO project.
I just went through Iron Bridge numbers and from the last FMG's ann. we are looking at around $155/t capital intensity compare to CAP's capital intensity around $140/t. BFS will give us solid numbers.