Indo and China did a deal - china's capital ....and indo's ore ........I do not think China Inc would be very happy "if" the rules of the game" were changed .........
risk - very low (imho) .....
imho - MCR is a call option over future Ni prices ....strike is circa 5.20-5.50 / Lb (at fx = 70c) ......at present - paying abt 15m for this "option" .........
rgds
V_H
Ann: Inside Briefing, page-15
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