broker report, page-4

Hi Geo ,I hadnt read your post before writing mine lol ,it was just coincidence that we commented on the same things ,or maybe we are just on the same wavelength .
I totally areee with all your comments .
I nearly made the same comment about the 1.38m oz as well .
There is definitely a potential stage 3 some years down the track ,and looks like Nkwe have acquired Hoogste and Soupiana as part of an unwritten agreement with Xstrata to sweeten the deal .The clue for that is their comment about any future aquisitions of contiguous farms being included in the option deal .
The comment from NKP when I last phoned was that Xstrata were very excited about Garatau .Its just a formality as far as I am concerned .I am sure Anglo would be wishing for Xstrata to drop it, but they would just be dreaming in my opinion .