Thanks for your effort.
Now, I see the real reason for BAA to bring him in. Your logic is right!
But I am still wanting to refresh that logic by my logic.
All of institutions bought BAA for making money, not for losing money.
How can they make money? Let BAA management to work for their own paychecks forever? No! Let BAA completely developed to be profitable and then get dividends? No!
They absolutely want BAA to sell at a certain point to get their dreaming big return.
Is it the time point to sell now? Not sure, but we need to prepare for it from now on.
If BAA will sell itself, who is the possible buyer? China! Because Chinese like gold and have the money.
If BAA wants to sell itself to China, who can find the buyer and do the negotiation? A person who knows banking, mining, Chinese economy and has high reputation in these three fields.
Thys seems the right person at the right time point.
So, we may see above $5 in the coming months no matter what will happen to Namoya because Namoya is not a problem for those companies that have cash in hands although cash is a problem for BAA.