RE: Buy8 May 2018 20:14
@BigBiteNow; @NickD; @Alfacomp - Sorry so late in thanking you guys for such insightful and detailed responses to my original posting re Sojitz. Nick, I'd never really considered how their minority share would actually command a lower value and Alfa/BBN it makes perfect sense to me for Sojitz to take a slice of the whole Bushveld game plan rather than just Vametco. BBN your Evraz /Stratcor post was amazing and when I get time I'll read the document you recommended.
For a long time I've wanted Sojitz to play a role in BMN, after all, we've all craved II input and Sojitz have been there all the time. Anyway, shouldn't celebrate Sojitz until it's done deal but in would seem a wise strategy for them to get a piece of Mokopane, BE and maybe further enhance their licensing deals.
Thanks again, quite reassuring.