This might not apply to BMN or EXT with absolute surety, but if you take this statement as having some value then things might not be quite as crazy as they have previously sounded:
Auryx Gold Corp. ("Auryx" or the "Company") (TSX: AYX)(NSX: AYX) notes recent market commentary regarding statements made by the Minister of Mines in Namibia concerning the involvement of the state owned mining company, Epangelo Mining (Pty) Ltd, on specific strategic minerals, including gold.
The Minister has since advised the Chamber of Mines of Namibia that his speech does not affect existing Exclusive Prospecting Licences ("EPLs"), Mining Licences ("MLs"), and Mineral Deposit Retention Licences ("MDRLs").
https://research.tdwaterhouse.ca/research/public/Markets/NewsArticle/100-119u8995-1
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