Hi rcman....Just imo, I don't see FMG particularly keen on AGO....

Hi rcman....Just imo, I don't see FMG particularly keen on AGO. FMG hold more IO acreage in the Pilbara than any other players including the big two (tho not all the highest quality) so not sure why they would need this AGO extra, and especially would they need more lesser quality ore? In addition FMG has their own significant port/wharves/jetty infrastructure and so Utah would only provide limited extra benefit imo. Further I'm not sure Atlas's "trucking" of ore would be FMG's preferred transport approach?

In saying above I would love a 'bidding war' - and I guess time will tell (if indeed MIN is going to make a bid)

Just my thoughts but next couple of days will be interesting

dodds