Spuza12's reply makes more sense to me. Can't see any synergies....

Spuza12's reply makes more sense to me.
Can't see any synergies.
I'd hope management is better spending their time. Bit concerned FMG management might not be as good as it was with Nev Power gone - (in fairness Nev Power never had to change his mind about the realisation price correcting because he left - and his thinking - if wrong - might be carrying on in the current management). I hope they are doing some market research into Chinese customers practices to see if there is a systemic change rather than just guessing - the explanations they gave in the last report when they changed their full year realisation guidance for changing seemed pretty shallow and unconvincing to me.