ubs increase holding, page-8

Hi Geo

I just dont think I can buy this before the leases are actually granted no matter what the cost..the next significant announcement from these guys could well be that the mine is going to be mothballed and I cant imagine that will have a positive impact on the shareprice..

Fascinating story really..like a clash of cultures..mindboggling really how slow and shortsighted the Thais can be at times..

Of course the leases could equally be granted tomorrow...no one has the faintest idea really...actually I tend to agree with a previous poster that the grant of the leases will come with some kind of a sting in the tail...wouldnt surprise me if only 4 of the leases come through or something along those lines..that could send the shreprice either way really...

This one is just like putting money on red or black...