rio tinto on the prowl, page-20

We don't have long to wait till we are looking at real numbers, they have all been fcasts to date and rather short on detail. Cash costs are a phurphy, there are too many things excluded. Total production costs are the real numbers. There is a reason they havn't been bought out in one of the most active periods of aquisition in decades of mining.

Lets wait and see, I thought it was telling that the long time chairman quit his post at the top of the market, quite good timing, wonder if he cashed in his chips?

Good company by the way, good country, good team, good strategy, just don't agree with the valuation.