let's talk fundementals, page-4

Sorry - clarification - grades increased not decreased during last quarter.
Having done some reading this morning my only concerns are
Investec report( OCT) stated cooke costs more than 1200.
Don't know how recent these costs are . target price 57 which isnt flash either.
If the chinese don't get 60 percent then another 250 million shares will be issued to them at 40 cents which will be dilutive to existing shareholders. If they do share base blows at to 1.5 billion
I need to bring myself upto speed re modder north, v burg potential production impact.
Still forming a view and unfortunately need to get across uranium assets as well which again I need to revisit