UMC 0.00% $1.30 united minerals corporation nl

ceo matthew hogan in the uk, page-73

  1. 2,920 Posts.
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    Who is the worlds 4th largest IO producer?
    Who has over 100k employees
    Who is one of the worlds biggest mining companies with the ability to develop any infrastructure required with IO the largest segment of their business at 30%
    Who has said they are actively looking to expand IO and buy projects.
    If you answered Anglo to any of the above is it not logical to head to the city of of their HQ.
    This to me is an encouraging sign that says maybe Anglo are taking us seriously.
    I think Chinese are logical partners for people like FMG who can develop a project themselves but Anglo more logical people who cant and UMC is one of those.IO is partly deposits but mainly logistics and economies of scale and Anglo are one of the worlds best companies at this using the skill set from bulk commodities like iron manganese to timber and sugar.
    I also have a sneaking suspicion we may have pinned to much on Fork North without real justifcation.
    Speculation- yes but this whole thread seems speculation.
 
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