TJ....if this is the "new normal", then those companies overly exposed to the mining sector will need to diversify.
The quickest means to diversify is do that what RCR did and takeover Norfolk at the time they did. So you have give management some kudos for the timing of their acquisition.
So Norfolk were prey to RCR and imo RCR is also a possible prey to someone eying diversification.
RCR Result Interesting But......, page-7
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