Just to add to that - there is no ‘red flag’ that exists at adidi-kanga that affected Anglo which affects us now - there has been a lot of discussion on this over the last year.
In simplest of terms - one company can't mine everything otherwise there would be only one gold miner in the world
The ‘why didn’t someone else buy it if it was so good’ or ‘why did they sell it if it was so good’ argument seems reasonable and logic on face value, but doesn’t always hold up to commercial and economic realities that these business operate within.
My two cents anyway - will post more later but others may care to share their views on it too so it’s not just an n-1 opinion!
Cheers, Zest
VEC Price at posting:
2.0¢ Sentiment: Buy Disclosure: Held