broker research, page-8

I agree GBG is cheap but i don't think they are an M&A target... The only one that will take on ansteel is ansteel and I'd suspect foreign review board will keep a lid on that. solid returns within 8 months, would be interested to hear any news of the sale of the DSO when the rail link (January) an port upgrade (march) is completed... contract is in place with brierty you'd suspect at IO prices you'd suspect a huge push to get it going sooner rather than later???