magnitogorsk assets frozen..?, page-32

Jcoulter,

I think what andres was getting at was that MMK are purchasing 300k tonnes less ore per month over the fourth quarter. Therefore - 9mil per month for 3 months (using andres figures) = 27m dollars of lost revenue, which is apparently the reason for the asset freeze. My question is that if it is such a relatively small amount that is being needed for compensation, why freeze assets of close to $850m in Australia. Particularly given that the iron ore in dispute is coming from Kazakhstan, and the steel miller is Russian? I am wondering if the attempt is to freeze the FMG holdings, in a bid of making it difficult for MMK to establish a new source of IO.
Might be a bit of a stretch...