Agree entirely:
- Not a single note from FN as to latest NRs, no critisism from environmentalists
- North-South road has not been opposed seriously for longer period of time, necessary anyway to set the railroad in place
- Glencore has checked in the meantime their opportunity loss, if it is a mis-hit..
- Alan has kept its best card to the breast, Glencore will have to pay for what is Not yet explored one way or another. Normally a Major will only pay for what has been proven, in this case Glencore is in the know for what has been gained from different mining activities around Bushveld, it is a lot. The ROF looks even better. Alan will price the goodies without the rest of the ROF...... Very promising future although a boardchange will be inevitable after selling just the 2 deposits while going for the rest in the next decade. Far more easy, with roads in place. I view keeping all other claims will be the trigger for reaching the 10+ unchartered area. It is packed with copper and zinc and more once the first 2 deposits have been sold. Glencore will need to pay up for the potential if they want to be on the safe side here.
- KWGs patent will be worth a lot once it is used, probably the reason why Alan has politically postponed the Chromite with a reason or two more.
- metalprices gradually moving in the right direction.... Ready for the next boom ?