Bit of commentary over on the FMG forum that might be worth a read.
I lifted this tweet out of a post from Scrabble 1. Thanks Scrabble. Basically it sounds like President Lula of Brazil was trying to get a board seat at Vale for a close political associate, which he now denies.
In the fracas, (I guess VALE not keen on the appointment) the following tweet got released.
So some speculation on FMG forum about perceived reduction in production coming from Vale.
Could be perfect for us.
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