Interesting to see if they buy Oak minerals or become JV partner to new IPO out of Soul Pattinson.
JV on assets would be good as NHc gets out of coal into new energy materials.
It deploys the cash and not paying for assets at the top of the cycle. Its good to hear they have discipline at the top and don't buy willy nilly.
Its also good to see them focus on cattle operations. Which could be decent operation when they counvert Acland to pasture.
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