Aminex
I caught up with Jay Bhattacherjee last week to chat about
the farm-out deal Aminex has done with Zubair and to try and understand why the
market has cooled on the process. I think it is fair to say that the
institutional holders are happier than the retail and within that band there
are people who don’t agree that it is quite as good as advertised.
It is also worth noting that when I first wrote up my views,
before speaking to Jay I was a big fan of the deal and it has to be said that I
still am.
