plough,
AAG are the next cab off the consolidation rank IMO.
They need a mill, and unless they build their own, SLR's Tuckabianna is the best option, closes in proximity.
Now that RMS have acquired Mount Magnet from Harmony, it makes sense for AAG to link up with SLR, if not by way of takeover, then definitely a JV of some sort.
Cheers