I must agree like the majority I really enjoy your posts and knowledge in the mining sector.
I some time ago got into RIV because there was potential in SA coal - quality, affordability and ultimately to RIO flexibility of supply.
Companies like RIO and BHP didn't become strong by being passive, the have acquired very strategically and at a time of opportunity - with commodities under pressure this is the time when there is real value for the acquirer.
Is SDL on the radar? time will tell - I asked the question some time ago about what GJ had to say at the Chinese convention that RIO was at and had no reply.... if anyone has a feed or transcript please share!!!
Thanks for everyones research and charts
Proviso
SDL Price at posting:
37.5¢ Sentiment: None Disclosure: Held