Recent content by dontbelievethem

Hi, good table it's a great place to start with these companies, but I have a couple of general questions. What grade of Fe is officially classed as DSO, is it >57% and is this a standard/official definition. Can you take your high grade ore and blend it with lower grade to come to this...

Does anyone have any thoughts on the transaction, looks quite a good deal to me but the stock is still getting smashed. The way I see it the worries about funding are now removed and they have a nice offtake agreement. Short term the problem now looks like port access and transportation...

A couple of things bother me about this stock, why is there not more domestic interest if it is such a no brainer, and will they be the ones left by themselves whilst jv's go on around them. Also how much cash will they need to develop this project?

Hi, I was reading the reports above about costs for the projects but had a few questions on total capital required. How much will it take to get this mine running, $17mn of cash left in the bank does not strike me as enough to enable them to wait it out for a better market and nobody is going...

Hi, the way I see it is you had a stock which has come from a high of 2.70 to a low of 50c in less than 4 months. It's underlying business is worth up to $4 if you believe some of the commentators, although I guess this number is up for debate given the changing market dynamics now. Anyhow...

Hi, I have been investing in a number of these smaller commodity plays and am getting pretty fed up with management saying one thing and then delivering something totally different. Any idea with these guys about their reliability. There are various topics about prices that could be paid for...