quietly building a sizable stake, page-7

Yeti looks very nice. Not sure why there does not seem much excitement about it. Well I am excited! Guess we will have to wait till first 1/4 2013 to know more. The worry is they need to raise a lot of cash by aug next year to repay turquoise Hill. Either flog more shares, sell off part of the farm (unlikely..what would they sell?) or get strategic partner. I guess good results from yeti = equity raising.
Other concern is this stock is more illiquid by the day as the instos take bigger slices..
Some great drill results from yeti is what we need..oh and some action on Merlin.

:-)