re: Ann: Quarterly Activities and Cashflow Re... surely irn wouldnt be a blip for bhp. they could buy it with petty cash. but tampakan would be a blip for them. not many top tier assets around, but they may not want to fight xstrata as they cant match the xstrata value creation with tampakan???
(similar to bhp/rio in pilabra - vale, etc cant match the synergies, development pipelines, etc)
just my thoughts/specualtion...
