To reply to the previous thread yes it took me a while to get my head around that these plays just don't suit Bhp or the other majors business model. Why not just come in a pay 200mill for a start up.? Because they're sooner watch, wait, see the mine get started see what the financial agreements you get are watch it make a profit watch how the soverign risk plays out and then pay 8 billion for it. Yes Donaldson is expected Bhp just like all the guys on these smaller market cap good story companies are. They all have been expected bhp or Rio or Anglo american somewhere along the line
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