Hi guys,
Did you watch Inside Business last week anyone? Interviews with Atlas CEO and Aurizon CEO.
http://www.abc.net.au/insidebusiness/
The panel basically think Aurizon won't go ahead and build a rail because of the huge risk. Long term forecasts (guess) is for I/O prices to fall as more supply comes on, namely from the big, cheap producers like RIO/BHP.
Anyway, its worth a watch.
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