takeover, page-20

I'm still looking into DRA but i've done quite a lot of work on BSM after Pattyp pointed me in that direction.

I'm suprised that you'd move from BSM to DRA (rather than maintaining a similar interest in both). BSM has a single simple mine with a detailed DCF. DRA has lots of mines, lots of currencies and the detailed economics of bringing the predicted additional oz on line is not clear (i.e. how much capex).

DRA and BSM both need some, likely, exploration success to be a double from here. DRA's financials are at best difficult whereas BSMs are trivial. DRA doesn't look like its a screamingly better proposition that BSM.

The only reason I can think of is that you're pretty sure gold is going to be a much better prospect than base metals.

At __current__ prices is DRA really so much (or even any) better than BSM?