Thanks for putting this together. Looks pretty good. My only comment for the short term at least is that IO price for Dec 1/4 will more than likely be lower than $70. There is 1.3Mt hedged @ average price of US$56 (62%Fe). Hopefully this was put to bed at the start of the 1/4 so that AGO sold as much as possible at spot price later in the quarter. Timing will play a significant part in AGO price received for 1/4...
AGO Price at posting:
2.9¢ Sentiment: Buy Disclosure: Held
