rastus - "Totally agree with buy sentiment, I am in and looking to load up some more. AQP market cap 3.3 billion, PLA a few hundred million. Time for a re-rating as production nears. Looks very buyable at the moment".
Not checked but someone I know believes PLA on wave 2 before wave 3 up - asks what a 500,000 plus troy ounce pa attributable producer is going to be worth, ie 42.45% ''''above'''' AQP Plc 54% of 650,000 toz pa ie 351,000 toz attributable?
Personally I think we will see another acquisition within the next couple of months, Lewins said to me himself when we last met up that the majors were throwing opportunities at him all the time and he was in the very fortunate position to be able to cherry pick. I think what he's achieved on the Kalplats discovery has blown them away. When you consider it's A LOW COST open pit compared to the majority of ZA mines that are up to a mile in depth with production costs now running at around US$700-US$800 p oz and rising.
Hmmm, pretty exciting and i'm adding a few more.
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