Just a simple question. Theres a lot of talk comparing taw to gxys mount cattlin asset in terms of possible comparisons on MC, because I think many believe the output/size is somewhat similar to slightly better?
Mount cattlin is solely owned by galaxy whereas taw only owes 50% on this with Amal?
Similarly to the gxy/gmm situation in terms of equity structure?
My question is should we be comparing the MC of the 100% gxy owned mount cattlin asset to only 50% of this?
Sorry if I got all my facts wrong. Im very new to taw. Just got in on fri.
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