( IMO) .. yes I think it would be on the table but the balance act is it needs to be large enough to get Zuric off our back or don’t take cash settlement at all and look to other ways to compensate losses - i am skeptical how the Thai side can save face through that process but maybe a new gov provides that shelter I like the idea of bonds with low coupon as it’s a debt instrument rather than cash settlement.Personally I don’t warm to zuric getting anything as it was insurance and they didn’t pay anywhere near what the policy was for and caused further problems with not paying until steps of court. * hope royalties are on the table ( only royalties to central gov) as I like the new arrangement where locals receive real benefits
and then there is NE, I hold high hopes for a resolution in some format, maybe not a sale, maybe a well heeled JV ? - cannot ignore silver ATM
all just IMO
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