FMG MIS MGX MMX SDL all up between 2-4.5%.
GBG down 2.5%.
????
BBY has stated that they view FMG and GBG as the biggest beneficiaries of a IO price rise but the market just won't go along with GBG yet.
This situation will change eventually and possibly a re-calculation of the BFS numbers based on the final settled 08 price should rerate the stock.