you could debate the merits of the quality of management at length. After all long dated liabilities means you have plenty leeway -but ...do they manifest in great returns - and I am only talking gross returns for investors - lets not make it too hard for them...?
There is always the TAX buffer introduced by current legislation. Anyway - I am really only interested in the merits of owning shares in OML itself. To that end - I do and will take more. Given that they take out precious Rands at "x" and pay them back to us at some tiny fraction thereof as a result of the internal collapse of the currency itself - they are almost guaranteed a super-profit! This is quite a business model when implemented in an emerging market currency.