RE:RE:Takeout talk Loves , I can understand why a takeout by KL appears as good as it gets right now but let me offer another couple of ideas for you. If the DGC merger goes thru , then one would have to think that KL would have its hands full ,for at least two years, incorporating the increased efficiencies at Detour that everyone is expecting.. Cant see them taking another run at anyone till then. If the deal doesnt go thru , then Tony M will be licking his wounds and might be very reluctant to further risk his reputation. If he were to go after a canadian operation , then IMO either WDO or WM appear to have much less geological risk than PVG.
I am not a particular fan of either of these operations , but it appears extremely unlikely that PVG is out of the geological woods yet. Personally I think that 360,000 ounces is as much as can be expected for at least 2-4 years and I think you are being optimistic in expecting 3800 tpd . There were hints in the Q3 report that they are struggling to get more than 3400 tpd right now...... lets assume 3500 tpd is the limit untill reported numbers prove otherwise.
And surely nobody would announce a bid untill the new reserve report is out in Q1. They might start due diligence before then , which might lead to takeover rumours, but nothing official.