Hi Eshmun, You need your own reality show because there’s drama...

Hi Eshmun,
You need your own reality show because there’s drama everywhere you step. You are one stubborn character, but aside from being somewhat of a killjoy and momentum killer for shares you happen to own, I have to be honest and say that you do deserve a lot of respect for your knowledge in the mining space and for being honest to yourself and your beliefs.
You actually saved me a lot of money on the WA conglomerate plays and correctly predicted the problems those Companies would face defining a resource and the subsequent falls in share price. You did this when the hype was at its loudest.

I have a little investment in OGX and I must admit I haven’t researched as well as I should before buying in. I like the grades and the potential, I like Anglo has bought in, and I like that Management is moving at pace imo.

Off of my limited reading of the situation, my view is that the farm-in agreement holds - if Anglo spend $9.5m on exploration, they are entitled to 70% of the Faina Project tenement Portfolio outside of Cascavel.

The joint venture, where I’m guessing a single entity will be set up to complete the drilling (if necessary) and move the project forward, is still under negotiation. I suppose they’re trying to work out Governance and how they’ll share all the other activities running a mining business.

Just my opinion, don’t shoot the messenger.

P.S. I have no problem with OGX taking on some of exploration to prove up the resource, just don’t go bust doing it. The Gold is there to be found after all.