Ann: Acquisition of Filo and joint venture with Lundin Mining, page-5

  1. 5,508 Posts.
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    disagree, market neutral on it. BHP is down as much as RIO. Commodities down overall, coupled with almost a $2bn sell down of a large holding of FMG at a material discount.

    Merely a standard day.

    The overall outlay isn’t huge, the market didn’t like Anglo, of which we sank like stone. This is neutral.
 
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