I'm not sure that MTR is as committed to Botswana as MOD, as I believe they recently appointed advisors to examine the appropriate strategy for their 30% holding in the jv, it may be a precusor to figuring how to raise the necessary capital to build the mine..or it may be scoping the best way to monetise an exit strategy, we'll have to wait and see I suppose
Interesting post re MOD, page-7
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