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the short-sightedness of this deal, page-10

  1. haemitite
    822 Posts.
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    02/01/13
    12:37
    Post #: 11242405
    Matt,

    Rule out the bulk of the expansion capacity on what basis? This is a global market, there isn't a special consolation prize for being one of the better projects after excluding bhp, rio and vale.

    The author of this thread asked why the big 3 wouldn't want to buy SDL. I've made that case.



    SDL Price at posting: 37.7¢ Sentiment: None Disclosure: Not Held
    Likes Created with Sketch. 1  Upvote
    lightbulb Created with Sketch.  Great analysis
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