I agree with the doubters..the fact no timeframe was indicated for a deal conclusion leaves us all none the wiser.
Is it 2 3 or 4 firms Borshoff is negotiating with?
Any guesses who they are?
My money is on a Chinese utility- not CGNPC which has its hands full with Husab but CNNC- a miner like ARMZ or Cameco-maybe a Japanese firm like ITOCHU which was invested in Extract and Kalahari before the CGNPC acquisition.
Any thoughts?
update out on asset sale, page-35
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