Got alerted to this post by a friend so thougt i'd comment.
they better not touch url, i have more of those than IGO and the growth potential is huge, one they prove up the required resource (though Little Eva in my opinion isa goer standalone!). Though i hear whispers BSG want out of the URL JV...so could IGO be a taker of that interest? I dont think URL has the power to go it alone (Despite what analysts say) so possibly.
MRX a chance, though i think its priced to high for Bonza's tastes.
PIL would be an obvious choice, with an NPV similar to Long mine, but TAM have 20%+ and the directors 10%+ so the premium needed would be unjustified.
But yes IGO is in a very acquisitive mood but the good thing is CB wont just jump on any bandwagon, the guy's got too much of an interest in the company.
The recent top 20 as at 31 July is on their website if anyone interested.
Cdchi1
IGO Price at posting:
0.0¢ Sentiment: LT Buy Disclosure: Held
