Glencore’s CEO seen gunning for Anglo American after Xstrata (Bloomberg)

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According to people familiar with his thinking, Ivan Glasenberg may consider a long-speculated takeover of Anglo American after he takes over Xstrata. What will Ivan do next? That’s the question likely to percolate amid seaside cocktails in Cape Town this week as mining executives gather for a four-day industry confab of speeches and discreet meetings.