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Yes, anything is possible. I would have thought you would likely be able to negotiate on either the price or the terms but not so likely on both. But, anything is possible under the scenario you paint if it ever were to eventuate. kp ( This thread seems to have strayed a long way...

Thats a pretty aggressive play !! "Showing at a movie house near you soon...PREDATOR II ...starring A LEE" Neutral cashflow on a Sydney IP...market would have to take a hefty hit to achieve that ??? kp

Ken, Confusius say...."man who put words in other man's mouth, likely to have them spat out back at him..." I have never ruled out a potential global meltdown.... If you read earlier, my reply to Alex was that it is possible and hence should not be ignored. The question for me is whether...

For my sake Kenneth, I hope you are wrong. As was mentioned earlier in this thread ( or another one?) what happens on the ground bears no resemblance to what happens on the share market as far as RIO is concerned. Or for that matter, to any of the other bigger miners and oilers. ( BHPB, WPL...

So the prices are currently tanking......lets see what happens next. Is it a minor correction and a temporary breather or is this THE correction that has been predicted to be inevitable ? I vote for temporary breather. Would think for all those interested in the equities market, that it may...

Stretch baby, Alex has shown that he is quite capable of explaining his points, and I did not get the impression that what what he was suggesting. In the end we are all ignorant of the exact mechanism for negotiating the prices, and whether there is a spot market for these commodities...

Alex mate, You're digging yourself into a deeper hole here... I am no expert myself but I do know that iron ore prices are negotiated DIRECT between the buyer and seller. There is no LME trading house or secondary market that trades and hedges and speculates on the supply here. Unlike...

I agree. Its no so far fetched, as are other scenarios that can occur. Apart from political unrest, we could have recessions, depressions, disease pandemics, global economic meltdowns, etc, etc. But all things being equal, and with buyers honouring contracts, then there is no reason to...

You need to qualify what you mean by a '20 yr project' Mostly the project lifespan runs 18 months to 2 yrs ( construction/upgrade phase) and there may be many projects running consecutively. The actual purchase contracts are for 20 and 25 yrs. So if what you are saying is that the buyer...