could SGL Group be our next mou?, page-34

Just got back, and am enjoying reading some posting that has had some time and thought spent on it. It is getting harder to find at the moment.

HKP, KNL is already extremely cheap, but I think you are right in your point as to another off-take and Merelani announcement. While my personal view is that those two events will happen (for a number of reasons), I certainly won't begrudge someone wanting to see the direct evidence of that prior to getting in. And that desire to get in is exactly what is going to put us firmly on the re-rating path as there are a significant amount of people who are likely waiting for the same results.

Hopefully we'll start getting some buying interest later this week from managements Hong Kong visit (this week). It would be nice to get a couple more genuine "hold" instos on the register, and out of the hands of a few of the short term mentality crowd.