Here is Kalenn's post on Furnas from 9/16.
https://hotcopper.com.au/threads/vale-selling-assets-and-avb-mentioned-heavily.2892477/
Vale's dam busts mean it is likely to shrink debt by selling assets.
While merging Furnas into OZL's AVB assets would be tasty, there are many cashed up miners craving Brazil copper. It could be expensive.
Ash
