Petra Diamonds: Post Merger: What's Next?


smitb - Wed, 28 Dec 05 :

Hi Hectorp, ha ha. Sorry....no excuses! :O)

Mbugger,
Canny acquisitions, strategy and positioning, getting cash flow generating assets and improving them, continuing explo on AC, preparing another project (kono) for imminent production....nothing much I guess!
Granted though, the share *price* has done little...


Ok, a topic of discussion while its so quite: The word "dilution" pops up every now and then. How do people feel dilution has occurred? Petra has not been income generating yet, so I assume this is perceived as dilution of Alto Cuilo potential?
Alto Cuilo looks potentially much bigger than it did before.
I thought Crown acquistion was top notch.
Would have loved Mano marriage, but accept that it didnt complete (and added Mano to portfolio afterwards at current bargain basement prices).
Kalahari...hmm. Certainly strategic. Still unseen potential? Gope could be massive, but likely to get very political(?). Who can tell me anything about the "Big Anomoly"? Please!!

Seasons greetings everyone!




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