Anyone know how far away the Paddington mill is and is there spare capacity/ullage?
Is Zijin a potential acquirer of BDC to feed its Paddington mill? Would FIRB allow it?
History would suggest they are a rather aggressive mob and would seize on anything they think is value-accretive for them.
If BDC is being undervalued by the market (because of a share overhang from the merger, or whatever) would that not provide an opportunity for a takeover?
I notice there are several other big players in the region with mines/plants.
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