I read in the Saturday 2nd Feb papers about power problems in South Africa lasting until 2013 ie another five years. This obviously affects the mines in South Africa and hence supply of several metals. Hopefully this will help Rusina with its infrastructure in place and ready to be utilised. But if DMCI is asleep at the wheel it will amount to nothing. DMCI and RML have to seize this opportunity.
RML could have a serious rerating on the back of supply issues out of South Africa as they are in a strong position to honour supply contracts.
