NKP nkwe platinum limited

anglo/ arm risk

  1. 877 Posts.
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    If Anglo/ ARM refuse to settle these negotiations on Modikwa there could be major consequence.

    The deal as I understand it is ARM/ Anglo have been offered Hoepakrantz by NKWE/ DMR which has synergies to their current platinum mine "modikwa," it makes sense that this is the farm to trade as it is financially a better option for ARM/ Anglo JV. This farm is suggested to have an NPV close to a 800 million dollars.

    "The Risk"
    If ARM/ Anglo pursue legal action two things can happen-

    1. Run the risk of losing in the courts and therefore losing Hoepakrantz.

    2. You piss off the DMR........ that can't be a good thing.




 
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