Maybe Debeers ... or maybe notHey Mates,
I doubt it is a forgone conclusion that DB will get Kennady Lake or MPV. My gut feel is that we should be preparing for a bidding contest (not a war), with DB, Aber (BHP) and possibly a retailer like Tiffanys all involved.
Even with its current 51% of the JV, DB still must win over MPV shareholders, and my gut feel is that an Aber or Tiffanys could outlast any waiting game DB might try to pull off, given DB's tenuous supply position.
For those of us who are solid shareholders, patience will provide extremely good rewards over the long term.
Cheers,
Brit