Rio Tinto: 5 priorities for the incoming CEO
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Executive Summary
- Rio Tinto has a strong platform for growth, but closing the valuation discount must be a priority
- 1. Resolve the impediment to buybacks
- How would abandoning the DLC resolve this?
- Are there alternative solutions to dilute Chinalco’s PLC holding?
- 2. Close the margin gap with peers
- Are there opportunities to reopen the operational efficiency playbook?
- Is portfolio rationalisation still an option?
- 3. Refocus on capital discipline
- 10 more item(s)...
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