Alex is a great communicator, got to give him credit putting in the hard yards. Owing 20% + of the company is certainly an incentive.
I don't think we are at the point that a sale would yield a fair price. Last take out was (2 days ago) OSI.v for a small 30% premium. Better to get the ball rolling here, and move this into a DFS 100kpa++ low capex restart IMO.
Just as the GDXJ is breaking a 3yr TL line.. Now is the time to get rewarded.
We now also have the completion of tax selling in USA/Canada, and seasonal strength for GDX
Hope we can now rerate quickly.
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