FMG可以入了吗

hungryjacks · 发表于 2014-11-20 23:16:00

差不多是08年来的最低点了，最近半年跌的真厉害啊，是不是可以出手了

tigerbalm · 发表于 2014-11-21 01:38:43

Remember iron ore was about $30 per ton 10-15 years ago. The current price of iron ore is about $75 per ton. If it retests $30 price, BHP will be $20 (currently $33) as it was 10-15 years ago; and FMG will be $2.

hungryjacks · 发表于 2014-11-21 02:24:33

tigerbalm 发表于 2014-11-14 15:58
Remember iron ore was about $30 per ton 10-15 years ago. The current price of iron ore is about $75 ...
但是10－15年前HOUSE 50万就够了。。。。。算上通胀其实并不低吧

tigerbalm · 发表于 2014-11-21 04:12:44

本帖最后由 tigerbalm 于 2014-11-19 10:29 编辑
HungryJacks 发表于 2014-11-14 16:18
但是10－15年前HOUSE 50万就够了。。。。。算上通胀其实并不低吧The brake-even cost for RIO and BHP is about $35 per ton or less. The main reasons the iron price is going down are that China requires less iron ore (for home construction) and RIO and BHP are oversupplying the market, with the goal to eliminate high cost competitors. It will be better for us to stay on the sideline to see what happens in the next 6-12 months or longer.

karaoke_oz · 发表于 2014-11-21 05:50:13

现在还买矿业板？

deen · 发表于 2014-11-23 11:48:52

tigerbalm 发表于 2014-11-14 15:58
Remember iron ore was about $30 per ton 10-15 years ago. The current price of iron ore is about $75 ...
FMG的成本是65 $30 per ton