Thought WAF made sense but given they have finance that might be off the table.
Producers - maybe ORE (Orezone)
Developers:
ORR (Orecorp) as a higher grade option 2g/t+ -200kozpa
OSI (Osino) more middling grade - 175kozpa
MAU (Montage) already own 18% (but some other majors in there too) - low grade/bulk tonneage - 257kozpa
Any other ideas that make sense?
I assume they want something with decent scale. Sissingue close to dead so any of the above move them back into the 600-700kozpa bracket. They have the funds that the current owners don't to develop any of these. That production volume for sub $3m MC would remain dirt cheap.
So much under valued, page-25
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