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Interesting note out from CPS who were recently hosted by HAR on...

  1. Merchant
    99 Posts.
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    10/09/12
    12:06
    Post #: 10695395
    Interesting note out from CPS who were recently hosted by HAR on a site visit. 2 highlights for me:

    - Dund Bulag appears bigger/better than expected
    - Iron ore equities currently hurt by a slumping iron ore price but Mongolian iron ore supply expanding as it remains the lowest cost supply to inland Northern China

    As always, DYOR. Good luck to holders.
    HAR Price at posting: 25.0¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 2  Upvote
    lightbulb Created with Sketch.  Great analysis
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