Anglo cant seem to make bucks on their acreage - higher costs and lower grades are eating away at the golden period when PGM prices are flying. NKP seems to not have either of those issues.
Previously, Anglo lost access to these rights - which they took NKP to court over and lost. I can see them sweeping in to buy NKP out, if Xstrata dont act soon..........
but hey, this is ALL speculation and the thread subject is merely a thought provoking question, rather than a statement of fact....
The reason to validly ASK the question - is that Anglo also refused to state the reason for what the "material affect" on their share price will be....
Anyway....this is far too much chat room banter for me....all the best....
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Anglo cant seem to make bucks on their acreage - higher costs...
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