Page 7 of the presentation today shows the map of nearby mines/exploration and their owners. the Carajas is dominated by Vale (its who we got our project from). BHP ended up with the Carajas assets after taking over Oz minerals who got them after taking over Avanco resources.
I would assume BHP would be the likely suitor to increase their presence there, Not sure if we got some agreement with Vale if we get a takeover offer.
As a former holder of Avanco its really weird how similiar CTM and Avanco are from memory Avanco got some of its projects from Vale also I believe, Avanco owned an Iron ore project similiar to CTM they swapped it to Vale for some gold project but my memory is not that good. When it comes to management though Avanco worked at lightning speed compared to CTM
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