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Shrugs - you're saying that only one side is smart and the other...

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    Shrugs - you're saying that only one side is smart and the other side is stupid. I'm saying both sides aren't stupid, even if they have different motives.

    You just gave two examples of majors - BHP and RIO - buying and overpaying

    Can you try two examples of majors - BHP and RIO - selling... which is what we're talking about

    I'll start with two examples of each in the coal space
    BHP selling Cerrejon and BMC
    RIO selling Coal & Allied and Blair Athol
 
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