I'm betting that behind Kalahari is Stalker and co. Stalker proved to be a very clever operator with the previous sale to Areva, I am sure that he is not going to take a back seat on this one.
My guess is that Bob Buchan has all his contacts and connections in North America and Stalker and KAH see this as a London-only game.
I'm also betting that pretty soon RIO will be seeking board representation when they approach 20%.
Into all this we should see zone 1 JORC sometime before March and after that I would say a new player will enter the game, probably Areva.
The resource is just too good to ignore.
I'm betting that behind Kalahari is Stalker and co. Stalker...
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