transparency, page-8

DF is a hands on guy, but to get Atlas to 47mtpa, you require strategic management not just operational management.

DF now has the time to focus on the delivering the strategy and that means letting someone else manage delivering the annual volumes.

DF in China shows his strategic vision will be Chinese.

BHP and RIO will be watching closely, they could counter bid any takeoever so to keep their duopoly.

Xstrata is the dark horse here, with they really want to lower their shipping cost, then imo, it is now or never, which means they need AGO to do this.