Countrygent’s details
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Hirk has it right - the simple math is what the real NSR's for focussed hi-grade would be ... and the HNE ore looks like low hanging fruit that won't be left for too long to pick - the big question is how long does the high grade core run... |
4/25/2013 5:47:44 PM |
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Yup, they will have the right to finance 75% of exploration and then watch as Mongolian politicians designate any substantial find a strategic mineral deposit and insist it be forked over up to 51% to the government - by repayment of the capex ex... |
4/11/2013 7:36:06 PM |
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With regard to Rio the fact that ETG toe-holded them into IVN in the first place is not IMO insignificant. Yes, they may have been happy to allow treasury to be depleted - taking the view ETG should have been content with the originsl cash-up an... |
3/29/2013 12:42:47 PM |
5 |
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Just as RioT scaling back expansion makes OT look less like a tourist on the Paris subway with their wallet stuffed full of cash hanging half way out of their back pocket, so too pushing any JV mining down the road. IMHO all posturing. I'm p... |
3/28/2013 6:51:43 PM |
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The better question might be who is selling down here? We are at cash only valuation now - ridiculous. My impression is 95% or more of the shares are either tied-up to major holders, or held by people like me who will hold them come hell or hig... |
3/27/2013 4:35:28 PM |
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Perhaps it goes a little further in the strategy as well - now the extension cord to China can be booted out of the wall any time the DONKS misbehave. No power no product. They will eventually build a power plant at TT, but we've seen how f... |
3/26/2013 9:20:52 PM |
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The outome where he doesn't get to brag is easy - "out of a job" the day after the election. Buh-bye. I dn't really know what the options are, who is running, whether that is good or bad, but just saying. I was not happy with ... |
3/20/2013 10:04:18 PM |
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Well, I wouldn't agree to that kind of financial concession, they already have non-recourse financing in OTLLC is my understanding - ie No risk except against future earnings. What could be sweeter? What about MY risk and MY 8 years of mo... |
3/20/2013 6:01:06 PM |
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In only the vaguest way is that true. The legal framework is RioT can go ahead (using common business sense) as they please - looks like hard-headed bankers with money where their mouths are (something Mongolia apparently doesn't have) believ... |
3/20/2013 4:16:50 PM |
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Well, they ain't getting 100% without meeting RF's expectations, and unlike the daily traders he knows what kind of a fish he has on the line here. But iron ore dependency puts OT in general towards the top of Sam Walsh's memo pad, an... |
3/19/2013 6:45:19 PM |
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