http://www.watoday.com.au/business/mining-and-resources/fortescue-halt-sends-rumour-mill-into-overdrive-20120914-25wso.html
I will speculate that the most likely scenario is the last two bits in the above link:
$2b from Baosteel by selling part of Solomon.
$2b from Westrac/QR for trains and equipment.
summary of speculation
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