DVP 2.12% $2.41 develop global limited

Ann: Woodlawn Funding and Valuation Update, page-70

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  1. 1,036 Posts.
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    Don’t mind a bit of discussion about possible issues for the company.

    But let’s not forget the deal with Traffigura is a brilliant deal. DVP will be in production relatively quickly, the mining services company is kicking goals and I expect a 20% sell down of Woodlawn shortly which will establish true value and provide funding for SS/PD or acquisitions, without dilution.

    On acquisitions, Bill has probably been busy locking in Traffigura etc. But he has a long history of acquisition at NST and I doubt he’s changed his spots. Just firming up the base to kick off from.

 
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