more like bhp than fmg

Hi All.

There has been talk of SDL being another FMG.
If you think about it properly it is more like a BHP/RIO Pilbara iron ore company.
Fortescue is the third big iron ore company in the Pilbara.
BHP and RIO were the first big movers with rail and ports for iron ore.
Only three rail lines in the direction of Newman,with a fourth being Hancock who are likely to ever have a dedicated iron ore rail line from this area of the Pilbara to Port Headland.

Sundance Resources are looking to be the first big mover in Cameroon and The Congo.
First dedicated iron ore port and first dedicated iron ore rail line.

Only planned port that will have enough draft clearance to allow Chinamax type ships (300 to 400,000t) to pick up full loads of iron ore.Bigger cargo load = cheaper transport cost per tonne=bigger profit per tonne.

First DR concentrate,pellet plants in this area of West Africa..
First and only choice for rail and port for quite a few iron ore miners in this area of West Africa,Gabon and The Congo.

World Heritage Protected Parks are the big reason for the unlikely event of more rail lines to port from the border area of Cameroon,Gabon and The Congo.

Regards
Westcott.