overview, page-29

Elz,
The best vote of confidence this company has, is your still taking part.
What's your take on the Rand deal and have you been through the figures like revenue, npat etc ?
There are plenty of dreamers that focus on 2015, yet forget the significant capex required to get there. (let alone the patience which many investors lack)
Champ raised 450M to get the U project off the ground and Vent will be require significant $$$ as well.
All hinged on ME running to plan as the single income source.
The complexity and risk level has completely changed the dynamic of GDO. The oppies gained some strength because this is now a high risk play vs the easily managed home run it was prior.
Would like to know your thoughts Elz, because you see something i don't and I've yet to see you wear rose coloured glasses.
Is this still your 3rd largest play?
Mav