Value Opportunity, page-10

I predict the market will react more favourably if they buy CBA shares with their cash than buying a mining asset. That is not to say that buying bank shares is the right course of action for MGX. It is to reiterate that after 10 years of the biggest boom in resources, shareholders of mining companies have not been rewarded. I am not looking at just the minnows but the big kahunas like BHP, RIO, FMG, Vale, Newmont, etc.

Return cash to your shareholders and let them decide what they want to do with it. FWIW, this company cannot be taken over except by its major shareholder...and why would it do it when it already controls all of the cash?