Toyko,Also, any thoughts about 'the next investment' must mean...

Toyko,

Also, any thoughts about 'the next investment' must mean the monetisation of Marampa in the near term. CFE doesn't have the cash to buy much without some divestments. And when Marampa is sold/floated, CFE will bounce and bounce hard.

The Chinese just keep buying assets in Africa - iron ore, uranium etc. Whilst Western markets worry about Europe and the US, the Chinese continue to have a bullish view about their own mineral needs going forward. (No wonder Sage is in China every 2 weeks, and it isn't to visit his favourite dim sum restaurant! I smell a sale in the air.)

Also interesting in that article Sage talks about getting the $80m from MCC "early in 2012". Bring in on.

CFE bouncing nicely with the markets. It had been way oversold.

Yaq