Cappy,
History, history, history. Yup, one would learn a lot from it.
I have been following NOT since the time the "honorary chairman for life" was in the saddle and had his picture taken in front of Johnny and June. Getting booted out is not something one can forget easily, but is there any chance for kiss-and-make up, inview of the fact that the chief instigator of that palace coup has gone somewhere and does not show up on the corporation info list on slide 4? But, time cures everything.
It's now #1 RCF and #2 Baosteel (but that gonna change, soon)...Also, there have been many changes since then. If Mr. Li said to Wes something like "it might be a good idea to do something about FNC"... would there be any impediment along the way for a kiss-and-make up? Note: Baosteel is a 300-lb gorilla, not quite 700-lb like BHP, but heavy enough with a market cap of something like $30B, enough to shower the old combatants with cash, especially if the cash comes with polite words like "please, just for me", haha.
goldhunter