Don't know if this has been psted yet but - http://www.steelguru.com/raw_material_news/China_set_to_fund_West_African_infrastructure/187008.html
The last para of which says
Foster said "Infrastructure remains the primary risk for many of these projects getting off the ground and the reason we favor the likes of African Iron, Cape Lambert Resources and Equatorial Resources, all of which have rail and port accessibility for their projects."
cfe presents a compelling value proposition, page-12
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