have to admit, very encouraged by the whole major project status, coupled with the prospect of a rail way to reduce costs, and increase our production up to 6mtpa.
So, even if we look past 2012, mak will be in a position, to ramp production, to any offset in RP margins.
Sustainable, long term.
Wander if they need to progress things on the i/o side for a JV with grange. Not to say they aren't, but a question for AD next time we chat.
That would certainly add some underpinned support, in another hot sector.
cheers
investor presentation , page-42
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