A few observations guys
I'm not happy with the Tartana/Zeehan deals. 430,000 T of zinc grading 14% gives 60,000 T of the stuff at $3,500 a T = $200M plus. Now I know there a huge costs and risks in realising this value but to give this away in exchange for $500,000 plus some shares of unknown value in Tartana is questionable
I agree with Stormer and others that Optiflox deals are the future for SDV and with Utting and his money on the line there's a fair chance of some early wins here
As for the Chinese ? Don't know about that but there's a lot of coal mines in China
And finally in reference to DXB - I'm slowly quitting my shareholdings except for 3 (inc SDV) cos I need the cash to fund my remaining retirement years so can't make any comment
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