anglo/ arm risk, page-15

I'm very bullish on NKP but I'm absolutely certain of one thing: Anglo don't "just roll over". I've never seen them roll over since World War II. NKP will have to do a deal with them of some sort, over one of the properties at least. Anglo are the BHP of South Africa, the big boy on the block. Always have and probably always will be. If you add all the fingers Anglo have, it makes a very big pie. NKP's best bet IMO is to do a good deal with Anglo... cheers