Perhaps the likes of blackrock will come on board with a combination of offtake and royalty payment in line with their strategy to gain exposure to commodities rather than mining stocks? it is a much larger amount than the AVB deal so perhaps an equity component would still be involved?
i'm not sure if i'd prefer dilution or lower revenues/profits? what do you guys think on that issue?
i'm confident that mark will make the right decision for the shareholders.
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