Hi,Come on guys how about some decent analysis on what to do....

Hi,

Come on guys how about some decent analysis on what to do. I'd initially thought to support Lion but after reading through most of the documents am not so sure. Not saying Indophil will be able to improve the sp discount in the long term but can they do any worse.

Plus if Xstrata really want Indophil will it make any difference that they take over Lion. I'm thinking if they really want them they'll simply wait until the dust settles. Then take over Indophil, sell off the lion bits, keep the cash for their projects and still get what they wanted in the first place.

I'm not so sure I want Lion's plan with the cash back with possible tax implications. Plus they keep changing their mind, want to invest in mining, want to mine, now mining isn't so good want to sell mining and ..............

However Indophil is almost a one hit wonder if they get it wrong then watch the share price go back into the teens. Meaning if Xstrata comes back next year and says the Phillipines are to risky, too dear and shelving the mine, watch the free fall. Indophil may have to many eggs in the one basket, I guess that is unless they take over Lion and keep the investments.

Come on guys I bet there's someone with good ideas out there watching. Tell us some secrets we won't tell, promise.