Here we have the Balmy army, swilling their beer, sucking their saveloy, singing the drilling results song, doing high fives in the grandstand, but all the time whistling Dixie.
The so called results are well factored in. In any event, the size is irrelevant, unless its small. There is more iron ore around than you can poke a stick at.
Its the infrustructure that matters, getting the stuff into ships, and thats where the Balmy army will again lose the plot....and finally realise that SDL may not even get off the ground..and SDL stock will fall back into mid 20cent areas....but the Balmy army doesnt care, they are well used to losing.
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