MS a great leader . . . Absolutely ! ! !
But should CVI be renamed to MSR … Mark Smyth Resources !
What I am saying is that MS is CVI’s greatest strength …. and may I say, greatest weakness!
Sorry, but I come from an IT background, and a sound ‘backup’ strategy is mandatory in any IT environment … and a ‘backup’ strategy leads to ‘disaster recovery’.
Perhaps the one remaining concern I have with CVI is what may happen if something happens to MS !
Let’s face it, if come next Monday, what would the impact be of
a) BHP without Marius Kloppers …. Say a 5% fall in SP !
b) CVI without MS … Say a 50% fall in SP !
I think the MS factor is probably larger than the sovereign risk factor of Angola.
In other words, DOES CVI HAVE A CO-PILOT ? ? ?
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