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Similarities between FMG and JRV? Like, they are mining companies? Perhaps some more analysis required there agro. LOLToG, one half of the supply demand equation that you are not attacking is supply. Just because demand keeps rising doesn't mean prices keep going up. You need to look at all the mines coming on over the coming years at least to be able to make these sorts of calls.And due to that, saying the only way is up, is a bit premature perhaps.Perhaps you could add a little more justification? Cheers, kennas
Similarities between FMG and JRV? Like, they are mining companies?
Perhaps some more analysis required there agro. LOL
ToG, one half of the supply demand equation that you are not attacking is supply. Just because demand keeps rising doesn't mean prices keep going up. You need to look at all the mines coming on over the coming years at least to be able to make these sorts of calls.
And due to that, saying the only way is up, is a bit premature perhaps.
Perhaps you could add a little more justification? Cheers, kennas
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