RE:EDV v BTOI agree with you tt2 that EDV is a better buy these days,even with B2G way down from recent highs. Also about the reaction you would expect from the B2G board. Over the past while I have found the B2G board to be less than stellar.
I bought B2G way back in 2008, shortly after it did it's IPO at 2 bucks a share. But between that and my buying Lehman Bos bank went bankrupt and everything went way way down. (The Reddit kids need to experience that to get an idea of risk - that crash was pretty out of the blue, or at least the serverity of it) So I got B2G at sixty cents, my best buy of anything ever. And over the years I sold between $3 to a high of $9.99 not long ago. By the time it got to the $9.99 I ws pretty much out, but now wish I had dumped all of course. I had felt that B2G was a tad overvalued,and compared to ,say, EDV, way overvalued. It might be a buy now? But compared to EDV it doesn't hold a candle. EDV is headed to two million oz at very nice cost. B2 basically has one , perhaps best in the world mine, that is half of their production, but after that they don't talk about anything new on the horizon. They are a cash machine for sure , and seem to be ok with just doing that. I think Clive is maybe getting tired, definitely old. I don't count B2 out or anything, with so much money they do have options.
But instead of options, EDV has plans. Reading about their mine plans for Fetekro and Kalana was very confidence inspiring. With those two the 2 m oz /yr would be realized I think. And both are cheap to build, low cost to operate. 2m oz times $1000 margin US over AISC, is a lot of cash. ( gold price would be a factor in that for sure)
Anyway , great advice you gave them over at that B2 forum.