Wayang,
Not yet back in myself. Need some time to do some analysis vs MCR or yet more IGO.
For me the ROC writing was on the wall with the rights issue last year. Was prepared to give benefit of the doubt to mgmt initially wrt the Apache deal, but not when they then needed more cash to prop it up. The communication debacle around potential reserves for Beibu was a disgrace, only surpassed by the recent Angolan debacle.
ALB does look good, but wheres the bottom, and when the upside?
EL
Wayang,Not yet back in myself. Need some time to do some...
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