IMO: ARH and GBG are very similar, majority of ore resource is magnetite. Production is reasonably cheap in comparison to Itabirite but nothing beats hematite. Hematite -----> Blast -----> ShipMagnetite-----> Blast -----> Crush ----> Magnetic Separation -----> Concentration ----> Pelletised ---->ShipItabirite-----> Blast -----> Crush ----> Grind ----> Flotation -----> Pelletised -----> ShipGrinding and flotation are additional costs in comparison. Brazil IO are mostly of this type, and they supply the world. SDL can do too.I have faith that SDL has more hematite to declare.
MKT The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint
Week 45 Wrap: Combat sports usher in Trump 2.0 – or is it male insecurity?; RBA boring; Propane suggests China alive
