Discussion on SP, page-219

My role in the argument for and against was just for discussion teasing out the elements if you will.

The bigger points I'd like to proffer are these:

• following the turnaround of the company the I have great faith in management's ability to balance when and how to pay a dividend and use of an optimal amount of debt and capital structure with regard to taking the Rentails decision.
• the elements of (excellent) management and the quality of the ore body are to a large extent separate. We have both here. The recent result is a combination of each being at a high level and working in a complementary manner.

That is the bit of share selection you can compliment yourself on and to be recognized in the result.
The real takeaway and a key reason it sits easily in my portfolio IMVHO.