Followme
You cant rule out FMG, YML are more likely to strike a deal with FMG than with BHP, all the major players will be looking at YML, (BHP, RIO and FMG), the 3 of them want to expand production and YML have the premium product, why would any of the 3 rule out a bolt on/JV or even better a direct T/O of YML.
So FMG is very relevant to the YML thread.
