Yes f-t excellent point and one that is often largely over looked. Posco/Noble are not stupid and would have considered all facets of the Arrium business and yet their public statements have been thinly veiled and one dimentional remarks about the possible potential to upgrade the steel business. And our dumb ass media take that line and run with it.
There are not many businesses in this area with so many strings to their bow as Arrium have.
ARI Price at posting:
78.5¢ Sentiment: Buy Disclosure: Held
