i think you all missed the point of the interview and there was never any inference to CFE making a move on PH...
kohler was talking about chinese investment in aust
Sage made it perfectly clear that chinese were investing more than ever in australia because they were getting more for less in this period of downturn and weaker prices for resources
He also mentioned the next 20 year cycle that was beginning and the need for FE coal and COPPER i repeat COPPER again COPPER was greater than ever
what has CFE recently done ??? yes CUO
and true to SAGES awesome abilities for negotiating his comments were specifically aimed at CFE targets that will be coming up
If there is a recovery on the markets and especially Cu prices before july i think sage will be disappointed as his copperco target may slip away or command a higher price
The interview was a masterpiece from sage downramping and attempting to tell us the copperco resource and other possible targets that we have no idea of , is worth a fraction of its future worth ...
I liked it.
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