U1 was a disaster, simple. NF at present, appears to do a good...

U1 was a disaster, simple.
NF at present, appears to do a good job managing the operational side of the company whilst containing costs.
Tip my hat in that sense.

They used to have slide showing life of mine cost at $300 or thereabouts and would drive me crazy, as anyone with their brain stem attached would know this was a dream in a bottle. Gone now and the credibility is much better.

As for disclosure.
GDO, IMO are very good.
Typically the company issues plenty of announcements promptly with a good level of detail.
The rand deal is vague and a different matter.

Costs,
I understand where you are coming from. Easy enough to work out on an ongoing project like ME. Rand has too many "ifs"

We are both cautious. I bailed at 49 because at that point i locked in my profit and didn't like the initial headline figures or risk level due to the magnitude of the deal.

Every ones risk level is different though and understand why some holders have kept their cards.
Mav