"what would stop the BEE from taking us over?"
Absolutely nothing. It would be studied as an example of how the underlying policy is meant to work.
Like other holders, I have accepted a risk with this company. I have deliberately NOT enforced my usual 33% stoploss. So I would prefer any takeover to precipitate when the sp has climbed back.
IMHO there would be a strategic benefit - it would decrease the general angst level that some stakeholders (for example, ANC Youth and affiliates) wax lyrical about. And that is good for the rest of my sub-Saharan Africa exposure.
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