RE: Waiting ........9 Dec 2015 13:39
I do not think it is an issue with the commodity sector, yes the small diamonds have fallen but the investment grade larger diamonds are still getting bought for huge amounts.
I still believe the suspension has been tactical but the Nomad leaving was slightly un-expected by the company clearly Philip has stepped on a few toes. I cannot imagine it will be that difficult for PRG to secure a new Nomad, they have already re-negotiated the loan.