It may be just as MIN suggested, they;re 'vertically...

It may be just as MIN suggested, they;re 'vertically integrating' their suply-chain, and EGO is at the bottom of it, providing LNG for the new 'innovative' gas-powed mining infrastructure fleet...

The $15.1m loan probably has something like what Alcoa has done, locking in 'fixed-price' gas-supply obligations for a little bit of cash (for MIN), which is essentially a lifeline for EGO...

ring on 31 Aug, and perhaps some new leadership and/or direction from EGO...

Countdown is on...

ML

http://imagesignal.commsec.com.au/d...nZXNpZ25hbC9lcnJvcnBhZ2VzL3BkZmRlbGF5ZWQuanNw