No reason for anyone to hold MAK. Reminds me of AEX and ADY as far as management is concerned. You guys need to think about management quality, that is critical, in fact the most important matter to consider above the projects. Top management are winners and they are who one backs to win again.
I don't want to cross promote but anyone can see if they wish to what I like in the fert. sector.
Why don't MAK go hammer and tongs on Namibia instead of getting sidetracked again and again? That has been my pick of the best project they have for a long time, mainly because of low opex and capex requirements, plus close to Brazil. Even so, I'd back JV partner UCL before MAK any day of the week. UCL have their own problems of course like no money.
decision time, page-24
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