Hi le et al,
I agree that there is a lot more to this than meets the eye & also agree that, after the similar boardroom shenanigans @ URU, resulting in Stalker getting the "box seat", this has a lot to do with the end-game.
I am interested in your view that Areva might get involved. One complicating/interesting aspect, is that Rossing South makes more economic sense as an adjunct to the Rossing pit, rather than a totally separate operation. What makes this even more intrigiuing is that RIO themslves are coming under the financial cosh, after taking on lots of debt to buy Alcan. Perhaps they may not be averse to selling Rossing itself too, to raise some cash?
I also find Iran's stake in Rossing of some "interest" ;)
Cheers,
Mark
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