taking a good look, page-25

Musto,

In summary what my calcs show to me anyway,is this:

If you take Mbila out of the equation the worst you would do in a sell off of the rest of the assets is 3 x the current market cap. that is before its sold a grain or built a dunny for the workers to take a dump in.

Why because the DCF model says so.

I am coming to the conclusion the best thing that has happened to this company was the recent exit of the 2 directors. dead weight and plus the reasons mentioned by others.

Moreover what you do not do is presume corporate deal doers can actually run a company and manage people. Im yet to see it work.

this will be a blessing and it it will be ok

I hope ZYL guys go for the jugular on the vendor.


Flux