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With the rights for Richlands mine, as well as Epanko that's about to go boom in terms of the share price my understanding was KNL have their hands full and had to make a call. They went with what was at the time there best prospect and its paying off - they have an ann due and should overtake TON soon.
It's given GRK a fantastic opportunity that obviously KNL will benefit from as well. With KFC and Fosters backing this they are very confident in what they know...