SW, I like your take. For dividend, this could be one hell of a high yield stock.
Perhaps once FMG digs itself out of the hole and is in a strong balance sheet position, they may even buy us out. The Maitland mangetite options FMG can exercise is another cluwe to that outcome perhpas.
Bungaroo South may also be of synergy with FMG if Anketell gets up one day.