Krach globalny, surowce nie zarobią, zapasy rosną
/ 178.36.16.* / 2012-07-31 12:19
Nektóre spółki surowcowe w ogóle zbankrutują jak ceny będą dalej spadać.
A że spadać muszą, to jest pewne jak 2+ 2 = 4.
Fortescue Metals Group, they're the most leveraged to the iron ore price. If we continue to see pressure on iron ore, then what we’ll see is we’ll see analysts putting out their sensitivity analysis reports. You know, they do that around this time. And we may even find - I think on our early numbers, if the iron ore price drops to about $70 a tonne, then the economic rationale for Fortescue Metals Group existing comes into question. So I think we’ll see some of that and that could see prices fall.