Capex & Opex, page-57

Not necessarily just those two. People have been quick to forget one of our neighbours... and when you combine it with the fact they're trying to diversify out of iron-ore and drop statements like the following:

And in comments to Fairfax Media last week, Mr Forrest said Ms Gaines, who started as chief executive in February, would shape the company “by delivering new projects which may well be in other fields but are delivered through our world-renowned expertise. Remember, our expertise isn’t iron ore, that’s just the commodity. Our expertise is the establishment of large scale, highly efficient operations.”

What does KRR have? A potentially large-scale operation full of strategic commodities.