The IO interest is likely to swell as further global shipment delays support prices.
FMG - High dividend % and high DRP take up. Dividend is looking even more attractive to me given other market earning opportunities. A "tradable blue chip" and a low risk cash park.
FEX - Stacking cash. Where's it going to go? Options include acceleration of current JV, acquisition and spec dividend. Such a low PE - any cash spend promoting mine life should see re-rating. Ongoing success can be monitored by their real time boat loading and IO %'s.
