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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: gg cox who wrote (169622)	3/18/2021 8:08:25 PM
From: TobagoJack	Read Replies (1) \| Respond to of 218447

Re <<Sebanye>> Correcting for a poorly-timed covered call short Message 33246272 My mistiming was thinking that the ex-dividend mattered, remiss that Pt and Pd still working their inflation magic I extended my long in case am called away part of my precious anti-fragile new-age metal dividend-payer SBSW Another reason I keep pace w/ SBSW is that I guard against the possibility that the company might (I do not believe it a great idea, but might is a maybe) swallow down my DRD I like the management of both companies, and appreciate their balance sheets Should SBSW do an M&A of another major gold company and fling off its tailings pond to DRD, and lever up the too conservative balance sheets, all the matter

To: gg cox who wrote (169622)	3/19/2021 5:43:57 AM
From: kingfisher	Read Replies (1) \| Respond to of 218447

I cant see GENM going alone on this project.Too much risk for such a small company. They need a partner .Better to take less of the pie. Sebanye should just buy out GENM at a price where everyone is happy.