1) "The differing mood appears to reflect growing confidence in Fortescue's ability to service its debt..."
I wrote FMG is now in "safe" zoom, because of massive production, reduce cost by paying down debt.
2) "Atlas' inability to secure a rail solution for some of its stranded iron ore deposits also appears to have attracted the shorts."
I wrote about FWL small scale project and no railway. Railway and massive production are the keys in iron ore industry.
3) "Credit Suisse analysts have noted that tight credit conditions in China and weakness in the property market are making life difficult for the steel mills that buy Australian iron ore and say downside risk will persist for iron ore prices"
What I wrote about SPV, why TFA is selling?
Just IMHO.
LCG Price at posting:
1.5¢ Sentiment: ST Sell Disclosure: Not Held
