Perused the annual report - their strategy and NCC-Roodekop development dovetailing perfectly into the increase in export allocation for SA juniors - this management team really impresses me: visionary with fearless execution of their strategy irrespective of the noise out their. The result: positive cash flow and growth from a wannabe in 2011 to an operator with plant capacity of 6.25mtpa!!! Unheard of in such tough market conditions IMO. To quote The Australian of 2 September: 'a growth story that no junior in this market can match' - so true....
Herald Sun article - spec buy, page-2
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