chartwatch, page-17

AJ,

The recent reports that the Chinese are getting more U focussed are further confirmation that we are barreling towards a bid of some kind.

I was thinking today what form would a multi-party bid take ie a JV of some kind.

I have little doubt that Rio would be invited to be part of the cartel due to their processing facility and the obvious synergies that presents but also because they are already a substantial holder of KAH and EXT shares.

If there is only one other party working with Rio I am confident it will be the chinese. I wonder if Rio transferring their EXT shares to the Rossing Mine Company is somehow related.

I can't see it taking another year for a bid to be presented, sometime before Xmas I would expect.

I have zero doubt you will be amply rewarded for your patience.