Although I can subscribe to the theory GdO will move up I...

Although I can subscribe to the theory GdO will move up I wouldnt a discussion on the underlying value of GDO based on margins and forward production. I personally would love to work it out but with little info on Rand uranium gold and Cooke production it'd hard to work out much.
Shares on issue will be a fair bit higher however offsetting this would be an injection of cash. What's Cooke going to add, Vburg - how big, how much to develop etc
Interesting if anyone wants to have a crack