Ann: Mukuyu-2 wireline logging progress update, page-465

yeah for sure...re more fun...volatile..and frustrating at times ! the amount of times in IVZ you think...maybe i should sell some as ' sell em when they cheering' type thing...and you ( i) dont as believe its just the start...then they retrace 20-40% and I go ...doooohhh...

and hear you re risk keeps decreasing...but ' the mkt' doesnt seem to think that, so far...as i said before i reckon it is 'IVZ FATIGUE' ...stopping it doing what it prob should be doing...prob should be 35-40c now not 20c etc...but it is 20c.

Spoken to a few ' large' Resource specialist funds over the past few months...most just think 'too early' to invest for them ( too risky)... basically not allowed to...so maybe...if we do get the news..then a whole new class of buyers will enter..and if so..they will be SIZE buyers...if so...that will drive it quickly ( they will not just want $5m bux worth...but like $40m or whatever)..just imho