Baron, in these countries you need to be seen to move forward and spent money. Its the same as AVZ, they are still digging a bigger resource And just now sponsoring some kind of get together in Africa. All looks good for a judge. " see we are investing doing stuff etc" Same for LLL. Given that we still have no announcement and an extension is on the cards, this a much bigger issue than it is made out to be, IMO. The eroding confidence is what make the SP fall on open, not the change to the DSO. I hope that BOD realises this.
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