So what do they put on the table for other companies farms?If...

So what do they put on the table for other companies farms?

If they already owned 50% of the farm, then what they have said is fair and equitable. 50-50 cost/asset.

OR If they put up a farm, and for instance, NKWE put up a farm into a JV, then that would make sense. 50-50 asset, so 50-50 cost.

BUT, it is not fair an equitable, if they have nothing to throw onto the table asset wise to contribute.

They can not expect to turn up with a 0% asset, and get a 50-50 deal on costs.

The deal with Xtrata, were prepared to pay 100% of the capex for 50% of the return.

I wander, if we may yet see, multiple JV's occuring with our assets, and, one with ANGLO, to silence the deeps jitters.

The only way, it makes sense, is if as above, NKWE put one farm, and Anglo put one farm into a JV, and perhaps some cost savings utilising anglos smelter etc, maybe other synergies to bring the opex down.