fmg rail deal & brinsden blast over-reaction !, page-24

Legume, I have another theory.

Upon successful conclusion with FMG about a rail deal (possibly involving Aurizon and pension funds...etc as infrastructure partner and investors), AGO may then soon be a takeover target (because of the 46MTA port allocation - now realizable with a rail option).

The systematic suppression of the share price and Shroders selling a large stake (who may be paid handsomely off market) may be a prelude for a low ball bid.

We shall see. I hope the AGO board has strategy in place to defend a low ball hostule bid.

In any case, Atlas should attract multiple bidders (including the Chinese) becasue of it's production status and PORT allocation.