Short Term Trading Week Starting: 12 Dec, page-196

The catalysts for SP appreciation that I see are probably what you have already identified :
* Financial metrics improving as impaired assets are disposed of will attract the instos again.
* Stronger cashflow from Iron Valley - drivers: higher volume, lower costs, higher IO prices.
* Buckland construction gets the go ahead in Q2/17 - double edged sword, will require a lot of capital (also acknowledge mouse's comment on this project).
* New project acquisitions outside of IO (base metal/gold?) - could be the kicker, particularly if they can leverage existing project infrastructure or the planned infrastructure of Buckland and the port at Cape Preston East.
* NJV restart - possible but is totally out of BCI's hands and nothing has been announced by FMG.