Minemakers won't be paying significant dividends for a while IMO. They have other potentially quality resources they'll want to get going. DSO production looks like 2010. So maybe a small dividend sometime after that. Considering the potential earning capacity of their DSO dividends will eventually come.
The real growth with MAK will come once their mine is up and running. I don't really rate some of their other assets (the Rossarden one specifically) but the DSO looks like a real winner. Obviously the profit with MAK will be with the potential increase in SP and not dividend yield at least mid term.
(Disclosure - Don't hold as I haven't looked into their chances of acquiring the $100m, but the assets look potentially fantastic. Not sure about BON but the 10 for 1 looks very tempting for them.)
AEV Price at posting:
44.7¢ Sentiment: None Disclosure: Not Held
