RE:RE:Those 12.1 million shares show as NSU not RMC shares...Correct, it essentially becomes a wash. The accountants will need to make the proper entries, but the reality is it is like moving money from your right pocket to your left pocket.
What has piqued my interest is the fact that we have two extremely nice assets (one producing and one that will be in three+ years) that are valued for much less than they should be, even with commodities priced where they are. If I am a Lundin (who already admits they were outmaneuvered by NSU) or another mid-tier that wants to expand its portfolio cheaply, I would be taking a serious look at NSU and be thinking about keeping the NSU team that manages the Eritrea relationship. In my way of thinking, NSU should be on someone's M&A radar.
Thoughts?