RE: GGP Back To 8p6 Feb 2023 09:34
Dip/Bamps,
For separate reasons, I do agree that we cannot become complacent with all this flux around us and assume always that there is a grandmaster plan and it will 'definitely' all be OK etc etc
I never wanted NCM to get sold off at all in the beginning as they have escalated our adventure to date at breakneck speed despite their conservatism, and they are masters of mining at depth and I believe we have got where we are due to their prowess here.
I also do not particularly love constant change in these scenarios and was always of the opinion initially that the decision to sell would definitely be taken out of my hands and that a takeout would be our fate and in my view at the time, a happy one which would have avoided all this contant rollercoaster of the past two years, which has not been at all pretty in my view.
The situation remains in flux and a lot depends on monies, desires of the new board SD has put together, bids for NCM etc etc. But we cannot rest on laurels and all stay alert if we have any sense.
I for one could not have predicted SB changing his tune along the way, and despite my mutterings on this subject was often put down for mentioning my unease at his quietening down on the wonders of Hav...then there was the definite NCM purchase of the infamous 5%, which again did not happen etc etc.
So, though change is often needed and dynamic and strategic and good...it must also be watched with caution and a clever eye.
In this particular case I believe SD has the ballls and the nouse to see it through.
Lets hope I am right!
GLA