Great work on a good report by SCE. This SCE report may further boost the current SP and again lessen an dilution effect on the long term SP and cause SCE to again reset their target. A cat chasing it's tail which is good for us LT holders.
Whilst I see your agrument on LT Iron Prices and understand your view point and the dynamics, I still am adhering to my view on LT iron ore prices which we discussed earlier and don't want to reopen. As such I agree with both SDL and SCE taking the conservative approach.
I however do hope you are right and I am wrong.
Keep up the good work
Nextport
SDL Price at posting:
49.5¢ Sentiment: Hold Disclosure: Held
