Excellent overview of the Pilbara gold rush. Companies and geology are covered lightly but carefully. You have heard of Novo, what John Beveridge’s article does is introduce the many other players in the area. He also gives a useful history of Pilbara’s start as an iron ore resource with enough iron to meet world demand for centuries.
I met David Erfle on the media tour of the Yukon I was on a few weeks back. Quiet, intense and very, very focused. He has to be because he is trading the junior mining market and runs a subscription newsletter from his site juniorminerjunky.com out of Southern California.