charts,fundamentals, reality., page-22

Great work, forro - reflects so many people's thinking on this forum - including mine.

One thing I have wondered about in recent days is the delay in announcement of the Mashala deal. I don't expect there to be disappointment (as in horse falls at last hurdle) but wonder if there is more to the deal than simply announcing the funds being paid.

Has been canvassed on another thread that there is a possibility that they will announce 100% ownership of Mashala now based on deferred payment. It would explain a delay in what should be a simple announcement.

Only thing I'd add is "balance sheet". A few quarters of the balance sheet reflecting the company's production projections, and we will approach fair value. Nothing beats runs on the board in terms of cash made to make people take a coy seriously.

Obviously, most here are convinced that we have all that forro alluded to to get us there, but until we ARE there expect Conti's apparent risks to be priced in.