Very interesting RobM,
I have been mulling over this same possibility for some time. But RIV does not need any more African based resources.
The perfect target is HUN. RIV is well placed for supplying India and Brazil. HUN is better placed for supplying China, as it is based in Mongolia.
RIV has plenty of room to place some more script in the market, and a script based T/O would be fantastic.
The RIV/HUN would then be an even more tantalising T/O for a major...hummmm
Disclosure: I hold shares in HUN.
Cheers, Skip
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