What i take into consideration, is that SA politics is an animal of its own, outside of NKP managments reigns, though with a common goal.
Credability. Well, the thing is, we all have a shot here, at an unbelievable resource, why? Because same managment, made the right moves a few years back, when we got our hands through genorah, onto it.
If it wasnt for this management, we would have our foot in the door.
Just have to be patient, and allow the SA politcs time to get its nose in front.
Now, would you rather have exposure to an aussie greenfields PGM or gold stock? Nice safe politics, easily understood? But retarded potential. Or do you go where the massive resource is, and through this very same shifting political landscape, fingers onto massive potential.
That seems to be the nature of PL stocks. If you look at RRS for example, assets aquired cheaply, due to the polical risk at the time. Make the right call, and you get exposure to great assets, that just need some patience for the political side of things to play out.
NKP Price at posting:
24.5¢ Sentiment: LT Buy Disclosure: Held