I think TG had quite a bit more leverage over Barrick ( given the investment into the mine and the general size of the company )
I really see this signing as the opening of the flood gates and now the deals further down the food chain will start to happen, TG wants to get back to mining because it basically keeps their government afloat.
I'm not sure what sort of deal will be made I still think our best hope and the most likely situation is that after the arbitration is done, Tremont will take us out.
It may take some time but I don't really see much downside at these levels.
Hail Mary, page-67
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