kohler on cdu v rex v sandfire, page-23

Buddy, Whilst Xstrata have not signalled where they are going to get that spare capacity filled at Ernest Henry there remains doubt of their intentions.
If someone can inform me of other sources than EXCO or CDU , I would be pleased to hear.
The recent share issue to M@G must have had more to it than raising extra capital as CDU had plenty of money and did not need the extra $20 million odd.The raising soon after the company statement no more shares would be issued at the low price yet 10 million were issued at $2. There has to have been a serious reason for such a rapid change of direction.
Personally, I believe there was more to it than the explanation put out by the company.
On the question of takeover{which I do not want],CDU management would be keeping a watchful eye on movements on the register and they are the only ones to know what is going on, the issue of shares to M@G could well have come into the equasion.
I have tried to come up with a logical explanation for the action taken. Maybe I am right ,maybe wrong. Let us see what transpires as action at CDU is heating up.