Are you guys serious? Kerry Packer famously said there is only one Alan Bond in a lifetime. There is only one Senegal in FAR's lifetime and we don't want to stuff it up. Kenya is a security nightmare that will get worse. There are no guarantees in GB - just ask COP following their West African dusters. And Australia is barely out of the starting blocks. My moniker is OOO and that's about what the market would be currently ascribing to those 'assets'.
Hanging on for grim death - or life! - in Kenya is the game, boys, and the rest is mere distraction.
OOO
The elephant in the room, page-27
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