From the AFR:
Tim Schroeders, fund manager at Rio investor Pengana Capital, said while keeping the policy could provide Rio with a “point of differentiation” among the major miners, “in 12 months or sooner it could change.
“It would have to be a subject of major discussion at board level,” he said. “Presumably BHP will address the situation in the next few weeks, then Rio would be the only guys out there doing it on their own, and they are not going to get rewarded for it.
