RE: Im sorry28 May 2026 14:16
I think the criticism needs tightening. There has been progress, but it has not yet been converted into value. That distinction matters.
Luansobe, Molefe, KCB and Ferber have all seen reported activity, so saying “nothing has happened” is too easy for management to rebut. The harder question is: which of these assets is closest to monetisation, what is the route, what is the timeline, and how much further dilution will be required before shareholders see a return?
That is where management should be pressed. Not on whether there has been activity, but whether the activity has a credible commercial endpoint.