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Message: Mergers and Acquisitions in mining at worst level since '04

It's funny how little we know about these China meetings. Did they ever even say what city they were meeting in? We know there were phone meetings (plural) before they left, but we have no idea how many groups or investors were involved or if any of Larry's connections are in discussions. We also don't know if the potential JV partner for NPSP is (was) Chinese.

If they are keeping so tight-lipped about this, I hope they are being as careful when they talk in their private meetings or in their hotel rooms. Industrial espionage can occur anywhere, US or China.

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