RE:RE:premium of 90%Rio's foray into Arcadium is Plan B for failing to sway the public in Serbia. Building won't work? Let's buy. The real note too, Barry, is they bought Arcadium at a 52 week low. That, Marine, is opportunistic.
Rio's buying Arcadium has no bearing on Casino. Different metal, different place in the supply chain, greenfield vs. operating asset(s). All May 12th does, in Paul's words several years ago, is to force a conversation.
I bet it'll be short.