was just talking to a mate hypothesising that a fortescue+oz minerals tie up might make a lot of sense..
FMG's share price is at a high, and with the blue sky now turning into reality there will be a lot of focus on earnings..
Michelmore said he is interested in bulks like iron ore and energy.. was this an overture? OZ + FMG would have it all.. Copper's cashflow running hard now, and in a year or so you would have everything firing on all cylinders with zinc, copper and iron ore generating huge cashflow..
Financing with the Chinese perhaps.. (or harbinger).. 15% FIRB limit is about $5b cash which is about the amount you would need to raise..
People might get over any initial reluctance to take FMG scrip after they look at what the company would be post..
just an idea..
OXR
oxiana limited
