Think that, that is a good thought, and a very realistic one. While stocks piles of higher grade or stay tall, it is the lower grade IO that china craves do not get much chance to grow before they are loded and shipped off. With a rail road already in place BHP would be stupid not to take this over. And if they don't wel... Just need a buyer, thats what sent FMG's price flying, not the ore in the ground but a contract to supply.
BRM Price at posting:
0.0¢ Sentiment: Buy Disclosure: Held