I have been slowly accumulating and putting this in the bottom drawer. I wont even think about trading the ups and downs in SHD, i would like to think in 2 or 3 years time SHD and WDR will be freakin massive players in the IO export market but the more i think about it the more i reckon these companies may unite down the track given the synergies of everything from the overlapping tenaments to the joint infrastructure venture to get the ore onto tankers.
This doesn't put me off but makes the whole thing look even better long term.
cheers
SHD Price at posting:
20.5¢ Sentiment: Buy Disclosure: Held