Apologies if this has already been mentioned but I think Xstrata canning half-a-billion worth of Aussie mining investments http://money.ninemsn.com.au/article.aspx?id=1063911 is good news for NKP. Frees up cash, makes the search for new investments more urgent. Note that these are just my speculations and I have almost no experience in that field.
xstrata poised to strike a deal with nkp , page-44
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