Agreed on SA. This is the first election in 5 years. I’m expecting the loons will be in charge or if not will have a large influence on policy. It’s looking like very chaotic time over there this year.
Most aren’t aware of this…
You’re correct that Froneman knows it’s doomed. The election is in a couple of months so who knows if he can even make the investment in RR in time. It worries me but it might work in our favor and hurry them up in terms of commitment of capital.
Hopefully INR has super tight measures in place so that if he can’t write chq by ROD/FID we move on.
Agreed on SA. This is the first election in 5 years. I’m...
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