very interesting post. thx for alerting to the register.
The chess pieces are indeed being assembled. Follow the register for the last 5 years and it will light up like a nuke.
The Newmont parcel and the HSBC parcels will be the King Makers in any corp activity. Around 15% between the two of them and it is a fait accompli that the Newmont stake will go to someone wanting to make a move on this...including the HSBC entity.
The cheap skates should have made their move a while back. Because now, with the POG is the $3,000's the economics of Minyari will rocket the EV - and no matter how much low balling bullshit they throw at it, the EV here on Minyari alone should be 10x .
What Antipa has going for it is that it has a continual pipeline of shots at goal via its 100% efforts and via the free carry JVs. It will only be a matter of time before another Minyari surfaces. And I still believe GE01 and Minyari are but 2 in a string of pearls...
@salpetie great work on those other posts.
very interesting post. thx for alerting to the register. The...
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