Does it makes sense for TCK to venture into the deep water - with the "mining giants" and start taking on iron ore as part of its product line?

"...But a scarcity of major discoveries lately and a near-oligopoly among mining giants Vale, Rio Tinto and BHP Billiton has so far kept iron ore out of its reach. ..."

I guess a strategic ore supplier to China, like Australia's Fortescue Metal Group, would be a way to start (vrs an iron ore jr or a less strategically placed producer). I didn't see any iron mentioned in TCKs recent discussion but that would have been saying too much to the wrong folks (i.e. competitors).

Anyway... more fodder for M & A in mining.