I think -
1) the rise of tower who will drill next door
2) this is way undervalued
3) maybe management is doing something, either buying something or a JV in Namibia
4) even better farming into tower - now that would be explosive given our low market cap/high cash position & towers high market cap & low cash
Maybe 4 given company connections
Worth a thought?
something on the horizon??, page-5
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