Cant see Gerorah selling a portion of their stake for that price - not only would that be ridiculous, it would verge on the criminally insane in terms of financial management.
Fundamentals are still on platinums side - Genorah has waited this long, and short of needing cash for another deal, they wouldnt/shouldnt be forced into any stupid deal like that.
Cards are still in NKP's hands for the MT to LT - dont want them making any deals based on the myopic benefits of a few. Failure of PLA and AQP are for completely different reasons - hence why NKP has taken a while in developing a business case that overcomes some of their mistakes of the past few years (paricularly since 2008)
Anyway.........i hate speculating other than in the derivative market........so back there i go
Cheers
NKP Price at posting:
12.0¢ Sentiment: Buy Disclosure: Held
