no drink for rolfy, page-11

re: iron ore juniors / china robertsharron robert I have always thought MGX in its own right is a great way for Chinese to get vertical integration and protection from iron ore price rises (or at least participation in the profits arising from such rises, same difference)...never really considered how they may be the central plank in a much bigger picture to break the oligopoly of the big 3. Those posts you and markco2 posted a few weeks back re RMI were very enlightening, thank you. Think you are onto something. BHP and RIO when they really screwed China last year may have unleashed something they live to regret.