btw we saw today GT1 placed EcoPro at a ~100% premium to last close.
Even for lousy spod assets in Canada (and even with spod prices pushed so low by the CCP) Western-aligned foreign strategics are eager to buy in and pay a big premium.
My assumption is WR1 will partner with a strategic in Q4 2024 or Q1 2025. Winsome have many more choices than GT1 did, and (in part due to the more competitive dealspace, in part due to the Renard strategy, and in large part because Adina is a great deposit with 20yr LOM) Winsome are in a much stronger negotiating position.
WR1 General Discussion, page-32281
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| Price($) | Vol. | No. |
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