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