Why have the big iron ore producers continued to increase supply despite the obvious effect on price
Why have the big iron ore producers continued to increase supply despite the obvious effect on price? In our latest newsletter we look at game theory for answers and conclude that despite the likelihood of lower profits, the big producers in recent years faced the ultimate prisoners' dilemma which has led to the supply deluge we are currently witnessing. The full newsletter is available at (VIEW LINK)
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Auscap Asset Management is a value based, active Australian equities investment manager established in 2012. Auscap Asset Management is the Responsible Entity and Investment Manager for the Auscap Long Short Australian Equities Fund and Auscap Ex-20 Australian Equities Fund. The Funds target solid risk-adjusted returns, looking to invest in companies that generate strong cash flows and are trading at attractive prices.
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