the mind boggles how much tonnage UMC would have if they chose to measure low grade. We will have our day in the sun bungy.
I initially thought Railway spur was just leverage for bargaining but it makes more and more sense, and is lower risk if you take on other customers for volume. The more sense it makes the keener BHP will be to buy at gate so it doesn't happen. Either way, snap!
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what they need to do, page-5
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