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DewDiligence

01/02/13 2:02 PM

#6344 RE: go seek #6343

Less supply = good news for CLF and VALE (among others).
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DewDiligence

01/02/13 2:28 PM

#6345 RE: go seek #6343

The bear case for VALE, such as it is:

http://seekingalpha.com/article/1090041-vale-pinched-more-by-shipping-costs-as-iron-prices-fall

Naturally, I don’t agree with the premise.