Thanks Bazza, Auto. I'm becoming more bullish on the stock but other opinions are very valuable, particularly LT holders
Personally, I have been impressed by Alan, Anthony et al, including their management of the balance sheet, delivery of the strategy (out of Africa, get a bit of $$ for the assets, and move more fully into Asia) and the SE Asia operator model is a good one, in my view. I can see good value in the existing projects Zhao Dong and Beibu (and assuming Balai is one of them), and potential to roll out the operator-model to many projects in the SE Asia region. I can see there are some legacy issues with BMG and the UK assets, so those are a work in progress - to get out of them. Time, and the share price, will tell
Cheers
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