Im not convincEd that the idea that stokes taking an interest in FMG physical stock will assist IOH. It will represent an investment many fold IOH and may represent a preferred io exposure. could mean that stokes Interest is to max OPEx (trucks) rather than minimizing it. Real upside via stokes remains a t/o - otherwise I don't see how his interests ally with SH.
cash for fmg: forrest in talks with stokes, page-3
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