Macleod,
Just guessing but with all that is happening I can see Xstrata / Anglo driving the price down so from a 50% JV we may expect to be offered 30% or less take it or leave it.
In such circumstances I am thinking that a smaller scale go it alone operation is the best way forward so that the resource is preserved to be fully exploited when NKP are in a stronger position. NKP management seem to be thinking the same with their multiple options on the BFS.
BR
Max
- Forums
- ASX - By Stock
- nkp quartley - so what
Macleod,Just guessing but with all that is happening I can see...
-
- There are more pages in this discussion • 4 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)