aluminum outlook-why yankuang invest, page-11

Just thinking:

Yankuang will spend $1 billion to get the 70% of Alumina, the rest 30% belong to BAU. (the investor of course wants a return more than $2 billion)

So its 30% actually worth much much more than $333 Million....

BAU's current MC is only $56M, and it holds $61m (cash + plants) + 50% DSO....

Why not the chinese buyers to buy BAU shares to reduce its overall costs?

IMO it's no brainer to expect a near term 3 baggers, just because the chinese investors will keep buying!!!

80c before the end of 2010 is my target!

wonot sell 1 share under 80c!

good luck.