yes, Mick has been gathering this for a while. I agree with Waldo, I think he will leave the thermal coal to Mr Glasenberg and co, although I have no doubt he may be tempted to have some control at the BHP spawn, South 32, and the 3 Anglo mines tied to Eskom.
Difficult to see a mineral that is sexy at the moment, but as one guy said to me on Saturday, on his way back from PDAC in Toronto. To hit the top of the next curve you need to be spending the cash now.
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