i think the biggest share price problem is LT iron ore price...

i think the biggest share price problem is LT iron ore price .... supply is going to increase substantially when plv are ready to come to market, hopefully we can get there a year early with DSO ... i do take heart in the high costs to increase capacity at the moment, suggesting that the majors are relying on a LT sale price of 80-100$ p/t (broker research suggested PLV share price unrisked could be >$5 p/s using LT iron ore of $80) ... which would deliver substantial returns to PLV shareholders ... in addition, the iron ore price drop will clear out the high cost producers, of which PLV will not be one ... what i don't understand is to what extent our product is unique, or difficult to produce, for those customers who require high grade feed?