Just watching over it again, and something very important is said by RM. He says that a toll treating scenario at Telfer "...is not of particularly any value to the Antipa shareholder". So a toll treating scenario is not on the horizon.
So the plan is to continue adding value to the stand-alone project at Minyari Dome "to force their-(NCM) hand", for a "corporate transaction".
Willem Middelkoop also says to RM, that he believes AZY will be taken over multiple times through their different projects and JV'S.
AZY Price at posting:
2.1¢ Sentiment: Buy Disclosure: Held
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