what the..?, page-7

Plus ht1
Need to assess the possibility of a write down on the South American assets. Although if this was coming in this period you'd think it would have been already flagged to the market.
It's interesting now, definitely some players have exited over the last month, what will we see in the form of dividend intentions on Thursday.
Is pna now vulnerable to a bid? Possibly, is the asset of high enough quality? Probably not but the Chinese tend to go for the 2nd tier assets.
Or do pna try and buy some growth....it appears at the moment that they pulled the wrong rein in South America unless coldeco can come to the party.....Africa? Blackthorn....could they be a target....