Member Info for Jantand

http://www.enca.com/money/davies-to-launch-musina-intermodal-terminal?utm_term=Autofeed&utm_campaign=Echobox&utm_medium=Social&utm_source=Facebook#link_time=1498484170

thanks boz. top stuff

Boz ask him about bbbeee? Have they lined up a partner and more important will they get funding for that partner.

Big week....

Dropped at 280 Mmmmmmmmmmm

manipulation 101 only good to come get in low while you can

I think this is a catalyst for makhado that we needed and water was always contentious issue. All other regulatory matters like bbbeee and finance can now be prioritised.if funding arrives and bbbeee partner before year end you may very well be looking at 16p imo. Cash generator 1 July. Mooiplaats sold tis year. Vele medium term if prices sustain . We need good follow up news now to keep going. If hengshun drops the 114musd for a 34% stake i agree we could be 50s

14%. Not a trade in UK?

Ask him about that 114m USD from hengshun and also about bbbeee status which we need if we want to sell product locally If bbbeee partner in place then also blue sky

Hi boz The election of trump caused the Chinese to take stock and there was a limit introduced. The issue with vele is the distance to clients.we need high prices that is sustainable in order for vele to resume. So no near action there unless we can supply to a near independant power producer. Mooiplaats sale due. Enough cash for Rio. Enough cash for next 18 months. The industrial economic zone also backed by hengshun as far as I understand will come in play about the same time as makhado start to produce. I have been patiently nibbling and have acquired a small army of cza babies now and am confident they will grow up nicely over the next 2 years. Only risk is anc policy conference end june which will give us guidance. We need a bbbeee partner and if there is no political disturbances ( big N word) then blue skies ahead. 1 July uitkomst on the books. More acquisitions ahead Sp very undervalued in spite of solutions imo

Fantastic news

I love dogs then....

in contrast to doomsayers on this board it is my view that you short this company now at your own peril. it is in a far better position than a year ago and slowly becoming relevant, good luck all and dyor

we should know by end of june about makhado water suspension. cza has no reason to believe that this wont be overturned and there are no issues that they know of. again this is not an official deadline all depends on government but all due processes were followed. uitkomst will be on our books 1 july and we will be a producer after a long 4 years! we have no cashflow issues for rio payment and the start of makhado construction or for the going concern which is cza. vele is looking for a stronger spot price because of logistic costs to get coal to suppliers. or supply coal to a nearby independant power producer. vele is not an issue now but a medium term play. mooiplaats could be done today or whenever potential buyers get funding. these are my own ideas as a result of my own research. the weel is slowly turning so a lot of patience required here as always. also uncertain political environment. china is also waiting for our political situation to stabilize before they commit more ...

240 m from idc. towards makhado! fantastic!! ducks in a row.

Great news thanks

morning jono! pls explain? cheers

Not worried hemms. Company in a far better position now than 3 years ago. Disclaimer....I bought more at 47,48, levels on jse the last week.

I live in sa and the current policy uncertainty, corruption and absolute incompetence by our officials in government make regulatory matters, applications, ect very frustrating. Infighting in the anc caused malaise with regard to service delivery especially on these matters. I am in constant contact with dB and I trust him. Monies are not wasted but are used to clean up nonsense caused by legacy issues( Wallington) well documented. We have not and will not sink because dB are getting funding to his credit. Dilution is inevitable. Macro economics hasn't played ball since 2011 and are looking better. So monies go to applications for regulatory paperwork, paying off legacy issues,paying people on groundlevel to interact with the makhado and gsp communities to get them on board, lawyers,takeover deals, ect. Now I am telling you that once we get past all this political nonsense and get paperwork in order things will happen quickly. Vast resources, Chinese industrial Park, gsp assets, are obvious reasons to hold on. Dilution is unfortunately necessary otherwise how will we get money?

Hi hemms there are so many rumours and after the recent coo debacle I would expect the bod to keep very quiet. It will happen. Today,tomorrow, next year,who knows. When all the ducks are in a row the news will come thick and fast.