I agree with that angle as well - (BHP t/o IGO).
How anyone can discount BHP not topping the $3.36 is beyond me.
The BHP divestment of oil/gas and coal was momentous. And the potash pivot has failed to excite.
BHP could be supplying the world's leading car makers from the safest pro-mining district in the world from a WA nickel consolidation.
No coal up a Mozambique river (Rio example), no tornadoes turning over an oil rig in the Gulf of Mexico, no port or rail to put through a high grade Guineau IO deposit, no gas fracking a USA national park, no upset tribes people with a copper deposit in Arizona, no Congo copper dreams..
Above is not financial advice and my opinion only.
Ann: IGO: to acquire Western Areas via board recommended scheme, page-46
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