"Nevertheless OMH’s plan to build a ferroalloy smelter in...

"Nevertheless OMH’s plan to build a ferroalloy smelter in Sarawak, Malaysia will benefit from realising funds from its stake in NFE."

http://www.euroz.com.au/files/research/4100/NFE_RQ_May12.pdf


Must advise this report was when NFE were possibly being taken over and assumed OM would be happy sellers at a much higher price than today.

However, Om still is in the process of building their smelter and may need/want the loss of NFE value to be shown in this years figures.

Who knows, just a guess, but one must look at all angles.