MrMc & Szaba,
Sounds to me like we need to buy OCG.
RA is already in there, and we 'could be' an unannounced strategic holder.....
90M shares 30.6.12, and 24.5M more issued Dec12. Current SP 164.5p. $A/GBP= 67.4c. MC A$280M.
$300M from Arkaringa JV? I know, I need a reality check :-)