Morning all,
Cb25, I don't think the CFR guys would touch it for only 10million tonnes?
They're better off investing the funds in another IO company.
I'd say looking at a couple of the Indian names in the TOP 20, and hearing about their strength of ties in India that CFR are onto something very big - and they already know it imo.
They just need to value it and report it. Exciting 2 weeks ahead.
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