The spotlight, page-12

I don’t really have a fixed view on the Kangan deal with Novo, apart from on the face of it, it looks cheap.
My real issue is that the sp has gone sideways when we are about to receive half our market cap in cash.
Is it because of some disappointment about the Cs value, Kangan deal or a lack of faith in DC to turn this springboard into real returns?
Since appointing specialist management to progress the “Company making” Nickel and Cobalt assets there doesn’t seem to have been much progress on that front. I have owned this stock for a decade and a half, and just when it looked like a payday was imminent, everything looks pants again.

Maybe I am just impatient.