RE: MVIS Russia Small Cap Index21 Nov 2020 07:55
It really has to be multi billion and if we are pegging against the Sibanye deal at just over $2b. We are lower cost and at a much higher PGM price + open pit, the last non-consolidated play. The only reason the price is where it is that the
sale hasn't happened yet and big players want to position themselves the best they can before the inevitable, that's it.