Looks like their specialty is streaming arrangements, i.e. the prepayment of commodities at an agreed upon discount. Be good to see the discount proposed here to work out the dilution.
Good also to see that Quintana will have 3 of a proposed board of 7.
KBL is starting to look tempting here esp. once the dilution from the streaming arrangement is known. A varied and more commercially astute BOD also adds to the conviction.