BCI 1.96% 26.0¢ bci minerals limited

today's article re mike young (the australian)

  1. 822 Posts.
    Not a holder but curious as to what the current holders think of Young's comments pushing back on more transparent disclosure on iron ore operating cost that people who can't read balance sheets shouldn't be shareholders

    I also found his comments that some people's price models don't consider supply bizarre, cost curves (including the infamous Chinese Floor) are all about supply.

    Two of the stranger comments I've seen from a MD.
 
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