funkbunger, regarding companies around KAI Croyden lease, I looked at this in detail yesterday hoping for a nearology play whilst KAI was in TH. So far as I can see, assuming we are re talking here about the specific area that KAI recently highlighted as being of especial interest, from what I can see its basically Novo in the surrounding leases areas, with the exceptiion of a private company also. I recall reading Novo were very keen to jv with KAI, but KAI declined, thank you very much for the interest !!.
Also I note there has been HC chatter regarding TYX as having an equity stake in KAI, 30% was mentioned but not so, the latest substantial holder notice was around 5.5% . Dont know where the 30% came from, probably a mistake. So nothing there to be too excited about unless KAI goes completely ballistic.
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