Adriano
Their is little point you saying "if you had 10M shares.." becuase you dont have the guts to hold 100K for more than 2 days.
And I dont see any change in focus. It was a North American concentrate deal. I dont see any change. The DR deal is a addittional opportunity as are the chinese deals. The change I see is that PGI are now going to JV the north American deal with the Chinese major becuase PGI now wont have the capital.
Ann: Quarterly Report 30 September 2014, page-54
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