CDS is terrific - just because the companies share similar top...

CDS is terrific - just because the companies share similar top 10 shareholders mean the size, quality and advancement level of the project were going to be the same.

Unrealistic expectations in a bear market.

It's a coal project. In South Africa. With a local manager with connections. With a foot in the door like this paves the way for further acquisitions. That spells upside from the current sp, and is good enough for me for the time being.