Their next deal will be around $3 billion to $4 billion (with...

Their next deal will be around $3 billion to $4 billion (with all above $1 billion to be new borrowings), but will not necessarily be an Australian listed company. Certainly not zinc or nickle. Must already be a producer (for cash flow and they already have enough greenfields of their own) and probably in the bulks. Hopefully, they will select something that is "hot" right now and into the future. I'm tired of hearing how things will be great in 2011 (which gives them rope out to 2013).