Looks like market thinking PAN is next
and IGO looks the obvious suitor with 21% of PAN already
If AF went for MCR after holding 20% of MCR then IGO could do the same thing here.
IGO is now making around $800Mpa FCF & could swallow 3 x PANs in the next 12 months imho
BHP has dropped the ball & wasted its cash & time on OZL with its monopoly of NI market wearing thin.
Like MCR, PAN is dirt cheap and SP dropped away from highs
PAN will RUN.
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