Jazzasax,
I dont think the resource is the last biggest or best piece of pie and I dont see a big race for it..
You see a different picture to me...ie dont fall in love with stock...some people say..
"Negotiations" with AP or ARM may not be to 'eat' pie...but merely to freeze pie OR PROCESS PIE....or claim compensation for lost old pie ( recent court ase might set precedent for that?)... (but according to CEO they never lost the pie but just put it into a JV with ARM consortium )or ??imo.
All the timeframes suit X and AP/ARM so.....
what makes you 'imagine' a race or competition?
We look at enough other companies in this space to know whats happening...some restucturing..unbundling of shares..cowering re soveriegn interference..nothing imo to set the scene for a race?
So in reality we have a great resource thats a bit tied up and we need our management team to negotiate hard and strong to get something ...dynamic.... going..
Not so easy in the environment but there must be horses for courses...
At the moment I dont back a AP horse.
Get real doesnt mean, be depressed... it means face facts and work harder for something even better.
dont rely on the old faithfuls..horses...I think they are getting tired, greedy and arent actually very supportive.
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