Just thought I would check on Lonmin's Mkt Cap, seeing how they...

Just thought I would check on Lonmin's Mkt Cap, seeing how they have exactly the same Nationalisation risk at NKP. Lonmin are producing 700k ozs pa for a Mkt Cap of 3.791b Pds
(say 6.5b Aud) which happens to be 25 times that of NKP. NKP mkt cap curently 257m Aud.

As Nkp are to produce 400k to 1m ozs over the next, say 10 years and the value will be recognised well before full production arrives, should be an exciting few years ahead for us.

I believe X will take up their option, how could they not? However, as has been stated before by many, if X don't, there will be plenty that will.

The AQP historical time line shows what should happen when X signs, it also shows what should happen as production draws near.