Analysts are in it ultimately for themselves...Chang from CF thinks FIS is the better way to play
Patterson Lake South... I am going out on a limb and will say he likely owns more FIS than
AMW as does Talbot. The "arbitrage" play goes out the window when the DML deal closes
on April 26 and FIS stock trades at par with AMW. Until that happens you can bet you won't hear
any mention of AMW other than they are our JV partners now and again.
And why would they? How would it go? "Hey in case you wondered FIS' JV partner on PLS is run
by the former Hathor guys who organized the last big buyout in the Athabasca Basin!" lol!
Relax we are in the right spot in so many ways... it is a nice problem to have... worrying over which
brother gets the most attention lol! A few short weeks ago after PLS 38 the same concerns were all
over the FIS BB.
Cheers
Lev