FMG 1.20% $21.41 fortescue ltd

you couldn't re build the infrastructure of what they have up...

  1. 2,425 Posts.
    lightbulb Created with Sketch. 26
    you couldn't re build the infrastructure of what they have up there for less than their market cap

    but at the same time they are the only customer, so what is the value?

    if they give a commercial rent to those assets then their costs go up, so they need to work out cost v benefit
 
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