My statements may come across wishy washy but I am staying the...

My statements may come across wishy washy but I am staying the long term course for the moment.
I just dont think i'm getting concrete facts right now and only being fed 2/3 of the current situation. I dont have time to read between all the lines of the fluff and marketing appeals and as a producer the hard financial facts on profit and cash flow are the main drivers of the sp.
You can factor in Botswana, Kenya, De Witt etc all you like but its the cold hard dollars that talk.
Are they making any money right now or are they just floating along until the big two come on-line? If they're just floating then more money has to be raised - JV's, debt, CR etc.
No smart money sniffing around at all just the same old 13,000 holders jumping in and out.
Is now a good time for JB to top up?