The IO industry has been through the bottom of the trough with BHP and co making life as painful as possible for pricier producers. Now POIO is inching back up. Need for a new mine is still a few years away, so a lot of patience is needed with IRD. F/c delivered price is very competitive, and SA govt needs IRD to go ahead, but don't expect anything much in the next say 24 months. This is one to buy on dips over an extended period and then just sit on. IMHO. Other views would be much appreciated.
The IO industry has been through the bottom of the trough with...
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