Guys i def think the first acquisition will not involve base metals. Ive got the impression/feeling that they will target a/some gas plays and think it would be very smart idea considering current climate.
Away from energy into bulks, what about AQD of which they allready have small holding? I know rebel holds these, personally dont know that much about them.
I think initial move away from LME based resources would be good idea.
Cheers
OXR
oxiana limited
