RE: Eua27 Mar 2021 13:06
Cool, Ian.
Please can you revise my guesstimate up from £2 to £3.75 (approximately £11 billion) for a full sale. It could well go higher in a bidding war due to the 'perfect storm' of demand, bullish price trends, SA issues, NN flood issues, green energy boom and, most importantly, the trump card of the BOD (Rhodium) and exclusivity as the 'Last Unconsolidated PGM Play'.I now feel a JV with several majors and sale of WK is the most likely option that will happen, IMO, to maximise shareholder value.
Have a lovely weekend, Admiral.
GLA.