I agree with you UMC, they do need to market themselves but IMHO some of the disparity in price between BLR and EXT is related to who is on the share register. EXT is held by a number of big guns, Kalahari, RIO and a few others. The probability of a bidding war for EXT shares is also beginning to be factored into the price (and the fantastic asset they have). That said, if BLR market themselves to the right people and can deliver the goods, they too should be sitting on a SP far north of where it is now.
Cheers
KC
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