Yes agree Diesel. I looked at it hard and decided GBE top up was highest priority followed by SVM (although further away the awarding of MDAs will benefit going forward) and Lotus which was 3rd in line for my holding increases due to uranium prices mainly and time - money to resume production. They floated a $ number which I was disappointed how much to resume production given purchase price they paid for asset and additional start up I thought high given in Malawi. Lin - I'm heavy already REO stocks and not sure I could stomach another REO play in Malawi with Stephens in charge as GBE were when I first invested in them some 13+ years ago although Stephens arrived later - post Sumich I think it was.
Anyway Malawi's dawn of LSM has arrived. I waffled much on GBE and SVM over a long period - most wrong - sometimes close and sometimes right. Sure look forward to a lot of new participants here in the future - near term to drive the forum along with the loyal regulars.
GBE Price at posting:
6.8¢ Sentiment: None Disclosure: Held
