Courteous as always @nordesmic
Yes.... I do seem to be stuck on themes from time to time, but then... in the mining world, things move.... soooooo slowly!
I know you are still a little sceptical on TIE, and fair enough. Though if they can prove the resource matches the MRE, then... at the least it would enable PRU to increase the quality of their assets by selling off Sissingue which is now... such a small mine compared to Ed and Yaoure. The Chinese factor is also there.
Regarding Kalana, from my quick read, it does indeed look like an easy project to develop/run (but not overly cheap to build as you point out, but.. cheaper than Block 14), though I struggle to think it's any safer than Burkina. Evolution has a real mix of assets, I imagine lots of them are under constant review.
Very salient point regarding PRU/WAF and a window, must admit I had not really got that far into the cause/effect of Sudan basically off the table. I agree about a merger being a logical one. Either way, PRU is sitting on... from memory north of $700m AUD cash/debt capacity, that is a huge amount of money.
Increased dividend seems logical, but.... so does a move on a producing asset that has not seen its share price appreciate like PRUs.
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