This will surely be a black swan spanner in the works for a AGO major long term rerate:
http://www.chinadaily.com.cn/business/2017-02/20/content_28261675.htm
.....And you know who has a ship load of magnetite for the next 30 years!
http://www.atlasiron.com.au/irm/content/overview.aspx?RID=293&RedirectCount=1
