JrowL, thanks for adding to the general hysteria.
FYI, PNA postively commmented on in The Australian today.
Curiously today Twiggy has suggested freight charges are meaningless to where FMG makes their money and that demand is strong from most of customers in China requesting anywhere between 10-50% increase in supply.
Time will tell of course and IMO it will prove to be one of biggest overreaction in history.
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