Looks like they've been put forward for both Blackwater and Daunia. Wouldn't hang onto the word of The Australian too tightly though.
Listening to the analyst call last night makes me feel confident in management's ability to conduct a transaction. Extremely interested to see how the transaction will work with Itochu in the mix. Hoping for a BMA style system.
I reckon they will low ball it very hard.
Downside?, page-343
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