Absolutely agree with you perspicacity. Glencore are predictable in the way you describe it and the financing deal is testmony to that imo. Both YTC and Glencore are set to benefit from the deal.
The base case as I described it above is a very good outcome for YTC share holders and also for Glencore I would imagine. There is no need to have (or raise) expectations beyond that outcome.
I rest my case now. Happy to discuss further based on numbers if they are offered up.
Absolutely agree with you perspicacity. Glencore are predictable...
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