Auswedes, the BHP divestiture news that I posted earlier should really make us think about these fractured assets.
http://miningweekly.com/article/bhp-puts-coal-prospecting-rights-up-for-sale-in-sa-2011-01-31
These mostly are in Witbank/Ermelo where all of our SA projects are. Add in the DT/BHP link, and I think it is pretty safe to say that Conti have been/are running their ruler over these assets with a view to acquiring one or more.
This is from BHP's annual report. Have a look at the size of the assets that they are divesting!:
old news, new news, qtr 1 2011 looks good, page-80
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