baukaw....you still around

Hey Baukaw,

Are you still holding, or have you sold out?

I know you had external contacts, and am interested in your thoughts on where we are, and where you think things will pan out.

Rightly or wrongly, GJ and GC are still working closely with China, and China has been involved (provided committments to the governments of Cameroon and the Congo), so I believe that a SOE will step and work with SDL in a JV capacity. I don't think a SOE would know the first thing about developing an iron mine - especially in a foreign country. The SOE will be there to provide the funds and then accept deliver of the iron ore.

Appreciate your thoughts as always - even though at times I have disagreed with you

Regards. Mr P