What does BRM have that FMG may want?
1. BRM's NWIOA port allocation of 19mtpa
2. A way that FMG could share infrastructure development of FMG's nearby Nyidinghu deposit
3. If FMG wants to sell "The Pilbara Infrastructure Pty. Ltd." (TPI)down the track, TPI will be of more value, and represent less customer risk, if it has a diversity of significant customers volumes, and not just a token from BCI currently (no disrespect to BCI intended)
4. Allowing third party rail will provide moral assistance to its access claims of BHP & Rio.
So, I really don't think it's an entirely a one-way street. Twiggy has up till now played the mantle of a good guy, who will assist juniors where there is a good business case. BRM can offer a good business case to FMG.
It really comes down to how well BRM can leverage its selling points to FMG; this will in turn test the hypothesis of whether Twiggy really is a genuine good guy, or another restrictive BHP in the making
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