Seeking Alpha
  • Colin Lea
    BHP and RIO are engaged in a game of leapfrog as they expand their iron ore and coal assets in Australia.
    Reply (2)
    • Bob de'Long: And if China and India fold?
    • Colin Lea: I'm not sure the markets have priced that in yet Bob ;o) If they do (fold), we have have some new infrastructure going cheap !
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