Thanks Bazza, Auto. I'm becoming more bullish on the stock but...

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