Nothing as really change since I Posted the following on January 2003....
I guess that my vission of what happen is closer to reality then
TheRock dreams......
SUBJECT: RE: Kegaston Post Time: 1/8/03 08:57
I have no problem with the New BOD and I do hope they will
succeed.
I don't buy the hype of some members of the BB, because the
fact is that will the captain as change, the challenges remaine
the same.
DFI will still be mining its high grade zone with the wrong
equipment, (airlift vs drill ship), but they will make some money.
DFI as the smallest concession holding in Namibia, therefore
they may have to go after some of NMR old holding, but they may
not have the best chances.
I for one, am not sure of a DFI Tran Hex deal, but weirder thing
have happen.
My believe, they will have a ok production, around 20,000 to
40,000 carats per year, (don't get me wrong that is very good for
an airlift base operation), but they will need to get some bigger to
get the story moving.
FYI, it was raymond boulle who name Walrdron the CEO, and
that against the advice of many peoples who knew better.
So I find it very funny that the guy first responsible for naming the
people that drove the stock down on the board, is now seen as a
GOD that will do no wrong.
DFI as waisted to much time and Capital to be taken seriously
on promises, they will have to deliver the goods.
Keg