I'm more and more convinced that CRE is about to buy some of the A1 deposits, most likely the south trying to get them cheap. If I were CRE I would have used the same arguments as jman, especially with respect to toll treatmeant (C'mon we have the mill and the money, we dictate what to do..)
The all-of-the-sudden discussions triggered by a geo who works for a nearby competitor indicates to me that we are close to some decent action in AAM shares.
Enjoy,
Pisa_
looking very cheap atm, page-45
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