I notice the performance options first kick in at 5Mt. Looking at a MC comparison DKO although not quite in line with AJM (grades being equal) a MC of $60-70M would do it.
The real re-rate will come if they close in on 15Mt and 1.2%. That will take more time and money. And with another 5 million performance DF has plenty of motivation
I notice the performance options first kick in at 5Mt. Looking...
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