Interesting enough if you look at Kevin Maloney (who owns Tulla Group) has also just bought into another mount ISA mine near AOH, code QMN. He must be well aware of the need of Xstrata to fill capacity.
I don't think he is a substancial holder of QMN but this is a new investment for his group that he may build on if AOH's value is released by a partial or full buyout.
top 20 stakes, page-91
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