Yep Mitsui and Wesfarmers are at the top of my list as contenders as the structure would suit them - 50%, vertical integration.
Interesting that both have moved to sell out of coal.
Currently keeping a close eye on the ratio of MIN share price to KDR while pump and dump cycle goes on. IMO selling MIN at 16 and buying KDR sub 1.20 is good way to build KDR holding while we wait for the exciting news to come.
GLTA
KDR Price at posting:
$1.20 Sentiment: Buy Disclosure: Held