Lonmin looks to be gearing up for an assault on 300p – ANOTHER SBM RIGHT CALL
Post from Tuesday – We have been net buyers of Lonmin in recent months, believing the company’s assets to be very attractive to other players (and as evidenced by Glenstrata’s attempt to buy them on the cheap). I still wouldn’t discount a move by Aquarius or even Glasenberg again whilst the stock remains depressed and…