DYL 1.95% $1.51 deep yellow limited

re: Ann: Exploration and Corporate Strategy U... p4m - i'd be...

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  1. 252 Posts.
    re: Ann: Exploration and Corporate Strategy U... p4m - i'd be quite happy with a PDN TO, but from a PDN perspective i just don't see the imperative for it - having a 19% stake pretty well secures PDNs position (after all the MC of DYL aint that cheap when u consider their current JORC lbs) .. if PDN view DYL as a future source of ore for LH, a JV would be good enough wouldn't it .. ? From a TO perspective they'd be better off having a crack at BMN .. imho .. i think EXT is already unattainable for them ..
 
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