My guess is further progress on the potential divestment of Ferrovial's stakes (BAA's stakes) in Perth and Melbourne.
Check ferrovial.es for their latest announcement which indicates a strategic review of the international (Aus) assets for potential divestment to lighten their debt load.
As a large holder in these assets already AIX stands to exercise it's pre-emptive rights and pick up some more scale with no need for high transaction costs as they know the assets backwards.
DYOR
why going for a run, page-2
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