Rudi Filapek-Vandyck

No stabilisation in sight as yet. On Friday, spot #Ironore fell by US$2.10 to US$100.70 a tonne. Price fell US$2.00 over the week



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Rudi Filapek-Vandyck

James, the market is 100% CERTAIN that BC Iron will be forced to cut its dividend next year. Just goes to show, drawing up tables at face value can make for some nice value traps

Rudi Filapek-Vandyck

James, that's because, unlike smaller pure plays, BHP and RIO offer capital management options plus div support

James Marlay

Reading an article right now that names BCI as a top 10 yield stock in the mid cap sector. The stock is nearly yielding 10%. Either the market is still overlooking this one or they don't believe the yield is sustainable.

James Marlay

Interesting to see that BHP and RIO seem to be holding up relatively well compared to pure iron ore plays like FMG, AGO and BCI.