A buyout of distressed FFX by FMG, extracting the 17.6% of LLL from escrow next year adding to what they might already be accumulating here, pivoting what remains of FFX (including their juicy tax credits) into a mining-focussed, sunny Africa-based renewable energy producer to supply/carbon offset FMG’s mining interests (including Leo), and its all go. I think Ganfeng would be quite happy dealing with Andrew Forrest too. Imagine that: almost everyone would be smiling.
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