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littlefish

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littlefish

Re: RMIWA post# 5138

Sunday, 01/24/2010 10:31:05 PM

Sunday, January 24, 2010 10:31:05 PM

Post# of 7895
This is bullish news from the iron ore sector, AYSI's main area for sales right now (but hopefully starting to grow outside of this area as they bring on more expansion).

http://www.reuters.com/article/idAFSGE60K04Q20100121?rpc=44

With FMG and BHP I think being 2 of their largest customers, the near term rampups for both of those companies seems to align well with AYSI's further expansion. And Rio Tinto's expansion although more muted in 2010 should kick into high gear over the next 5 years, possibly the next big fish to be hooked and landed.

I don't mind stealing bread from the mouths of decadence... But I can't feed on the powerless when my cup's already overfilled.
-Temple of the Dog

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