speculation in afr today re ansteel , page-5

Good one.

I'm thinking that by Ansteel increasing their stake it will mean less point for others to do so. I'd also be surprised if they'll themselves don't see GBG's EPS growth beyond our current expectations.

Hence my prediction is we'll be under the current JV arranagement for some time to come and Ansteel to take a bigger slice of the future upside of GBG.