SDL has been on my radar prior to my LT holding in GBG. If SDL...

SDL has been on my radar prior to my LT holding in GBG. If SDL proves to be as significant as GJ's "mini-Pilbara" then I can see this being a target/JV in the ST with its expect quantity and quality of DSO + ability to move to product probably faster than you would achieve in Aust. Nothing new to add to existing holders but suggest you remind yourselves why you got into it in the first place. It doesn't matter what the current sp is but rather what it looks like in 12 months we you can index the tax position.

Disclosure: I have significant LT holdings in other African mining coys - PRU, EQN, BMN, AVM etc based on informed geogs and investment bankers willing to fund specific projects. And yes I have just purchased my first series of parcels today in the expectation that the hot money has just about stopped itself out at a significant loss.