RE:RE:RE:RE:RE:RE:jan 11Bird,
I agree W and their stream has the most to gain by keeping P out of CCAA for time being imo. Ultimately I beleive mexico owns the mineral rights and their real and proposed tax claims are very first in line to get paid above all others imo. A CCAA filing could be a very long and expensive detour for bondies and would put Wheatons stream third in line for priority with that tax issue at very top of heap. I believe mexico would have little incentive to make any concesssions if P is put into reorganization as they know bondies and W basically are on hook for taxes at that point for all practical purposes. As for a fat premium on a near term sale I hope you are right but I am skeptical until P can resolve a tax and stream deal at same time. But we will see, maybe everyone made nice.