Khomacau would obviously be a big bite for SFR, so I'd think it's unlikely they could pull it off even if they wanted it. However, their MC is 2.9b. So I'd love someone to explain to me why they (or other potential Khoemacau bidders) wouldn't want to double their land holdings and nearly lock up the entire belt by taking us out? Our current EV is just over $20m. Just think about how small that number is relative to our neighhbours valuation and relative to our land holdings. I just can't see it not happening.
Khomacau would obviously be a big bite for SFR, so I'd think...
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