HI WT
It is probably also good that we are not at the top of the price cycle - although the article was 6 months old.
I don't know about manganese but interesting (for when the ann comes out) the factors the article pointed out as important factors - ore grade, ore type and proximity to ports.
I have 90% of my portfolio in CHM
if it dips again I might make that 95%.
Good luck to all
Rumot
manganese, page-4
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