I'm thinking iron ore. Forget about the domestic market and...

I'm thinking iron ore.
Forget about the domestic market and think export.
If there is an export market they can all do well if they have a resource that is worthy of the capital investment.
If MacKay was still in the RWD portfolio I'm sure RWD holders wouldn't be complaining.
I think we are starting to see why MR persisted with LD and dumped the other tenements.
The issue for new investors is finding value. They now are starting to be able to compare apples with apples, looking at trade offs between resource and infrastructure etc.
RWD now has the best resource defined by drainage and at a guess still has a lower MC than AMN and SO4. Cash is still ok. There is an ILUA in place and most of the exploration and submissions have been done.