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the 'real' story so far and plan of action , page-42

  1. sprogman
    343 Posts.
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    12/12/10
    01:24
    Post #: 7600003
    Balilow,

    Great work and thank you for sharing the information. It makes absolute sense and is in line with what I was guessing.

    I do not see that the Anglo deal will be better than Xstrat JV but to be honest I also felt that Xstrata would not be spending all that cash for only 50%. Irrespective there is huge value compared to todays share price.

    BR
    Max
    NKP Price at posting: 45.0¢ Sentiment: None Disclosure: Held
    Likes Created with Sketch. 1  Upvote
    lightbulb Created with Sketch.  Great analysis
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