IOH 0.00% 70.0¢ iron ore holdings limited

the possibility of takeover, page-14

  1. 2,438 Posts.
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    Any rerate of IOH will come way before first sales though. Even the announcement of a bankable feasibility study has caused other stocks I think to be re-rated. I would think a binding infrastrucutre solution with a partner will mean that our resources cannot continue to be so heavily discounted, presumably way before 2014-15. Hopefully with the potential satellite sale process providing signifcant capital the market should also recognise that IOH will have the financial resources to implement any infrastructure deal.

    In any case China is in the stage of contracting property investment by increasing capital reserve ratios in its banks thereby reducing funds available for loans. To date it seems they managed a soft landing quite responsibility, lets hope this continues because they are just as fixed on inflation as other economies.
 
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Currently unlisted public company.

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