IMHO I still think FMG is the most likely to T/O (via a 1:1 script offer perhaps ?).
They could start mining at IV faster, also blocking out other interested companies.
They could also sell BS to Aquilla as its nicely placed for them.
WNI is probably about to loose 500Mt so when they get their capital sorted out, wont they be shopping again ?
If only IOH could secure port access?
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