what a disappointment!!!, page-16

Let just say if TB is right and truly thinks market wise things may in fact get a heap cheaper.

In other words "IF" the jury is still out and Burgess could yet be proved to be 110% correct.

So what to do with the SFR stake - if they are indeed waiting for markets to fall back even further then they must sell SFR to capitalise on its current high price and also to add to the $650m warchest. What do they really expect the SFR holding to yield for them? It will be years before divs are paid and if they are typical of mining companies the divs will be small. So if they are expecting further capital gain then it would run counter to any market fallback theory. If SFR is really as good as everyone says it is then they should have no trouble selling their stake.

The market just wants to see some positive, decisive action.

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