re: Ann: Atlas Investor Presentation Septembe... I'll take the bait this morning Tim :)
I would have thought AGO buying out their JV partners share of Webber & Daltons before going into production would be a near no-brainer.
The question though i guess, is what price will get it done?
...and when you start looking at the potential profitability of those JV shares - compared to the market caps of AJM & HAO.....well to my novice eye, T/O's then break-up and sell-off starts to look the far better option financially.
Just my thoughts and would love to know what you AGO guys think AJM's 30% of Mt Webber would be worth for you to buy out, without a T/O.
Regards
disclosure: I hold AJM.
re: Ann: Atlas Investor Presentation Septembe... I'll take the...
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