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07/08/21
19:23
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Originally posted by ericson
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folks , with all due respect , these would like young boys dreams . Do sone DD on Ivanhoe , their finances , strategy , driver for partnering Chinese etc .
there will be parties here that have a plan and one may well be zijiin ( but zijiin may well be another Chinese smokescreen - we still have yibin , Huayou , catl holding the tailings etc etc).
drawing analogies from zijiin Ivanhoe is spurious IMO . There is no Avz owning the project , there is no non-Chinese in evidence for a 50:50 except avz holding company .
I think we will have clearer understanding after ml , sez , fid etc . DRC will want clearer picture on how this is going forward so it may already be known .
in the meantime I’m watching the T120 and the trading patterns . IMO there would be no greater benefit than if retail and financial instos from west move in heavily to speculate on final healthy sp return
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Can’t agree with you there. It’s not too late to buy back in fully and enjoy the ride up.
AIMHO
Last edited by
qball :
07/08/21