My view is we won't need to stump up for a SX-EW at all. We'll just use Anvil's. Makes sense not to have one each. On another note; if you check the Directorships between AVM and TGS you will note one Jesus Fernandez. According to his biography he is Trafigura's Head of Mergers and Acquisitions. Anvil have stated more than once that the Katanga Copperbelt is ripe for consolidation and what more obvious tie-up could there possibly be than AVM and TGS?
TGS Price at posting:
34.0¢ Sentiment: LT Buy Disclosure: Held
