http://www.bloomberg.com/apps/news?pid=20601087&sid=aFy_0LZUvfjU&refer=home
have a read, xstrata might try and takeover lonmin (3rd thirdest platinum producer).
now imagine nkp's management, they must be like why does xstrata have to do this now because that will give igc's management more power to ask for a higher price.