Normal
SDL have the same tonnage (or potential), and grades, and infrastructure, and offtake agreements, etc etc as FMG? OK.I do note it is probably undervalued on Mbalam alone at $2.50 tn DSO. Average is about $10 isn't it? Must be location...Any idea on the Capex to get it up and running? 490km to port....eeeekThey really should consolidate the shares one day....edit: I see initial estimated capex is about $3.27b. Operation don't start till 2012.No Asian interest yet? Surprising.
SDL have the same tonnage (or potential), and grades, and infrastructure, and offtake agreements, etc etc as FMG?
OK.
I do note it is probably undervalued on Mbalam alone at $2.50 tn DSO. Average is about $10 isn't it? Must be location...
Any idea on the Capex to get it up and running? 490km to port....eeeek
They really should consolidate the shares one day....
edit: I see initial estimated capex is about $3.27b. Operation don't start till 2012.
No Asian interest yet? Surprising.
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