it reads to me, like xtrata is the most likely outcome,
and with the chinese knocking, they wouldnt want to delay, or their option,,,might expire.
i think that this represents the very best time to buy, not to sell, on any thought that xtrata will "choke" them.
Its NKPs game of cards, if Xtrata want to fold their hand, they are not in a position to "choke" anything.
I would put it, rather, that if it were poker, in NKPs hand is the Ace of China, and Xtrata wont be game to bluff them.
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