Write up in the Australian, page-67

America and Australia don't make steel, as they're use to in the past, they don't have that capacity and also cost prohibitive to them.
They buy steel from the Chinese for buildings and infrastructures, good for AGO indirectly. Chinese sell steel to the world, for a very competitive and hard to compete against prices. The quality is as good as, if not better than. Infractures around the world is being upgraded right now, so there will be greater demands for steel in the approaching years and beyond. Chinese steel makers always has large orders on their books. That's why Australia is always going to keep producing IO like never before.
DYOR ... I just like what AGO is doing right now. Looking for greater thing to come.