I think the farm in deal currently underway will give a reasonable pointer to what other companies see as the risk profile of Zim. If we get a decent partner, which I suspect IVZ will be looking for someone big enough to do the heavy lifting if a discovery is made, then it will give me more confidence on both sovereign and actual target risk. Time will tell I guess but i still maintain 1.8- 2c would require a duster or a failure of a farm in.
IVZ Price at posting:
3.3¢ Sentiment: Hold Disclosure: Held
