Apart from CUO's holdings - who else is there? CDU are not offering Xstrata anything - perhpahs as we have said, Xstrata is looking to buy up the whole show. Would make sense - I would do that if I were them - it would be game over for their plant. There would be enough supply for the next 10 years with CUO and URL feed.
I hope we find out what is going on tomorrow - this last week has been painful