very good BB.
Elephant stamp for yu.
But not just scale. Who would be best placed to consolidate high quality resources.. particulalrly in the eventual event of Rio/BHP having to dump assets to apease the regulators .. even if its on a second attempt.
While we're with the speculation:
Why the intense recent interest in an fmg stake? At $13?
Must also remember the chinese arent the only ones with a forklift licence.
