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DaveinHackensack

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DaveinHackensack

Re: gilead23 post# 5428

Thursday, 04/01/2010 1:49:10 PM

Thursday, April 01, 2010 1:49:10 PM

Post# of 7895
See also the detail about "landed" pricing, which gives BHP's Australian iron ore a big advantage over Vale's Brazilian ore. Might be an incentive for Vale to increase its efficiency / lower its costs more to compete.

The other possibility is this: with all this cash coming in, if Alloy Steel's wear plates are as good as we think they are, if you're a BHP, why not just buy the company, so no one else can use the wear plates (sort of like how Starbucks bought the company that makes the Clover machine)?
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