Shorts r Dropping?, page-54

The above commentary was about as reasonable as can be. He's (sadly) totally correct. I'd much prefer Australias place in the global mining sphere to be explore and operate, but Africa will live and die by that choice. AVZ getting in as an explorer, selling and moving onto more projects is (and still could be) a viable business model, as much as I'd love dividends.

One comment NF made at the roadshow was Felix being concerned AVZ was there to do just that, hence some of the issues (or so was my reading of that comment), so I'm more confused of his relationship to AVZ as it stands.