IVA likely on the radar for SOL (owner of Exco Resources) and OZL.
OZL lost out on Northparkes. They are in deep sh1t, which they will desparately need a replacement for Prominent Hill and Carrapateena is deferred.
IVA is heaps undervalued compared with SFR, I can't see OZL paying $1b for SFR when they can't even beat the Chinese for Northparkes which is only $820m USD.
