Recent analyst update.
BHP and RIO are now a long way in front of FMG on a breakeven basis, interestingly BHP’s better revenue line (presumably) means it now surpasses RIO as the best margin business.
Vale has slipped with higher freight cost
A little different than Frank’s recent calc from annual reports where he claimed FMG was only $1/t behind the big Australian producers. But he’d used FOB revenue for BHP and RIO, CFR revenue for FMG for his comparison.
Recent analyst update. BHP and RIO are now a long way in front...
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Last
$17.34 |
Change
0.520(3.09%) |
Mkt cap ! $53.38B | |||
| Open | High | Low | Value | Volume |
| $17.31 | $17.51 | $17.00 | $309.6M | 17.18M |
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| No. | Vol. | Price($) |
|---|---|---|
| 1 | 300 | $17.33 |
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| Price($) | Vol. | No. |
|---|---|---|
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