I listened to about 10 minutes of GGP interview because been...

I listened to about 10 minutes of GGP interview because been busy lately. Their MD Shaun Day, mentions "accretive acquisitions", giving up a clue that Telfer is not the only asset they want. Whether Winu is in the picture or not, AZY holds thousands of square km's of primo ground in between Winu & Telfer, and it's become very obvious now, that whoever buys Telfer, will need AZY'S ground as part of any future plans.

Twiggy has a headache over the current state of mining construction. His Iron Bridge project was $billions over budget, and isn't running anywhere near full capacity, also needs hundreds of $millions dollars of remedial work that'll take years to fix. With Telfer, he'll have a ready to mine project with substantial infrastructure and heritage clearances in place, and also another whole mining district under his belt.