I am also of the opinion that the leases around Perkoa were not a part of the JV.
Maybe BTR is able to find some kind of agreement with Glencore extending the JV to future discoveries (base metals)?
Outlook for zinc is still positive. Therefore I think in the overall context it would be of advantage to keep Perkoa...even if this means that BTR has to dilute further or give away possibly additonal future potential.
Kitumba then a completely different story. Especially regarding the potential for additional discoveries at Mumbwa (Kakozhi or whatever).
I do not want to seem to optimistic but I have the feeling that in story there is room for positive surprises.
no volume or no dealing today?, page-11
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