Hi Tony,
I'm yet to observe any mention in the analytical bean-counters' contributions to the discussion even a cursory mention of the plethora of potential-laden projects you highlighted. Of course, in addition, let's not forget Fortescue China green steel, FZ, FC, FL etc,etc...Strangely overlooked, ignored, or just plain ignorance thereof?
Could it be that their sterile analysis is totally incapable of incorporating these utterly essential inputs for any realistic Fortescue assessment? A compelling justification for the instinctive investing strategising.
Fortescue has been confounding analytical bean-counters since its inception!
Any thoughts anyone? Wes
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