whisper, page-4

These takeover rumours will continue. The simple fact is that the shortfall in Uranium supply will soon become critical. Cameco and Areva in particular need to secure new supply lines in politically stable countries and the only serious takeover targets in Australia are Paladin, Ags and maybe Mtn/ Dyl.

ERA is unpredictable and BHP too big.

I am sure AGS will be taken over - a matter of when not if.