Ann: NCZ GRANTED EXCLUSIVITY FOR POTENTIAL ACQUISITION OF GORO, page-58

Chris2184 comments added value. It was good to get a different (political) perspective from someone on the ground instead of just running over numbers. Bigger things are at play. With the political environment described by Chris, the French Government might be willing to sweeten the pot to contain civil unrest via employment. Vale want to walk and are willing to pay to do so. Politically they're on the nose from the locals because of their enviro accidents.

"Forget everything you know about Goro" (Wish I'd thought of that line in my earlier nutshell post). The market will probably take a few days to a week to do so.