RE:Westshore would be a topdop wrote: perfect purchase for Glencore given their newly admitted strategy to continue to acquire (Chairman's letter in Annual Report).
Moreso once WTE ramps up potash tonnages.
Not sure they want to allocate capital to low-margin infrastructure.
I see your strategy here. Would say WTE is more an asset that BAM would buy.
Let's chat when the share price is $40!
Cheers