The regional consolidation synergy of Sundance is a key differentiation factor.
The massive DSO resource underpins the capex investment (recoverable in 18 months based on convervative IO price estimates - in light of GJ's assessment of a supply-demand mismatch circa 2018 given China frightened hundereds of millions of tonnes of future supply off the market).
The Chinese have a very good reason to value Tonkolili at $6 billion and Simandou at $6.8 billion.
7c, 10c, 20, 25c and counting.....LOL!
china, india look to unlock west african iron , page-3
-
- There are more pages in this discussion • 13 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)