Mr Gupta's Fe needs can be met by HAV, page-23

From pg 3 of the June 2018 GFG Alliance Sustainable brochure:

'At the heart of the GFG Alliance approach is our focus on integrating and innovating to deliver value throughout the process' - Sanjeev Gupta

HAV is quite unique with its diverse range of resources, all of which the GFG Alliance can use.

IMHO the GFG Alliance approach suggests HAV may be a takeover target, allowing the GFG Alliance to integrate and innovate as it sees fit.


'It is a vision that will ensure we continue to push the boundaries and deliver for many decades to come. - Sanjeev Gupta

This statement suggests Mr Gupta is here for the long haul. He is building a dynasty which will need plenty of raw materials to feed the growth. Again this suggests HAV may be a takeover target for the GFG Alliance.


It’s almost like HAV has been waiting all its life for someone like Mr Gupta to come along.

Yet the market continues to ignore (today, discount) that someone of Mr Gupta's standing is undertaking work which could lead to an investment in HAV. In GFG Alliance’s case, given HAV’s unique diverse range of resources, any investment has the potential to exceed Maldorky & Grants.

Thinking out loud..

DYOR