Mrlord,
Now that is a position that does start to make sense to me as well.
Short term price is unpredictable with a possible downward bias as some head for the exit.
NKP will clearly have to give up something either on Garatau or on Tubatse but longer term shareholders can still see some above average value creation.
In the words of one wiser than me - "be greedy where others are fearful and be fearful where others are greedy"
BR
Max