The changes re divi are because the company would like the flexibility of being able to pay a divi from next year as an option as cash generation is and will be very strong.
I guess if Ventersburg is a 13/14 project and capex is similar to ME then there will be plenty if cash for everything , exploration, dividends , Ventersburg , acquisitions etc etc. This years and next years cash accum would be 200 million USD odd
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