tty is a gem. got a port, got a rail track, got excellent upside at frances creek. then there's the deal with brother tony and bci to kick in a few tonnes. tty will be up to 10mtpa in 5 years, sure as eggs is eggs though it needs more than just the gear in the territory. then there's the tiwi island zircon operation - cheap as chips, hard to stuff up, and great profits.
just watch out for the bleed into windimurra. read between the lines and not much has changed since xstrata were there. $300 million would be enough to get hold of bci and ago, i reckon. but maybe noble have a plan.
tty is a gem. got a port, got a rail track, got excellent upside...
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