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I think both Hombre Muerto/Sal de Vida and Nemaska/James Bay...

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TomyHH

119 Posts.

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14/05/23

21:01

Post #: 67767143
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Originally posted by Stephan90: ↑

I imagine the merged company will develop the assets in a way and order to optimize the net persent value of all future cashflows from the merged project portfolio. So the way they approach it might look different than it would look like if they stayed independent. I hope that they can share their technological know-how as well, which could also lead to a revised expansion strategy going forward. The values of these different assets are different within the merged company compared to what they would be for the current independent companies.

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I think both Hombre Muerto/Sal de Vida and Nemaska/James Bay have the potential to produce 150.000 ktpa

Why not selling the other assets and focusing on this two?

The new company would have enough cash and could also consolidate the two areas

AKE Price at posting: $15.14 Sentiment: Buy Disclosure: Not Held
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0 Great analysis

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