My main concern is while they are looking for a buyer for Ravenswood that they take their eye off the ball operationally and Ravenswood becomes a financial burden.
Esh , who do you think will be running their ruler over Ravenswood? Could RMS be one of these companies with the idea of improving operations and unlocking value? I understand with their current takeover they may not be able to juggle so many projects at once and would have to go into debt.
The other goldie im in is SAR , are they a possibility?
I dont think Ravenswood is particularly attractive unless you can improve performance and I am concerned that it wont attract enough dollars to benefit RSG holders but agree with Esh that its a good move. I also believe they will be dual listed imho.
Christopher
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