@LT_Investor I see from your previous posts what your view is, so no drama.
@Honesttrader Fair call
IMO the African deal is an opportunity to fund capability; there is clearly a risk it won't monetise, hence the market is not ascribing any value to it. However it is the sort of opportunity I am glad management has taken - more upside than downside.
All a bit of a sideshow. Good to see Divan moving on and now delivering, albeit behind time.
The next quarterly will be the clincher.
Scorp
