RE:RE:RE:RE:Another shoe to drop?If we are all arguing about valuation, it shows we care and clearly it is complicated. I agree the value of Florence could be tied to the value of the Mitsui benefitting from a lower copper price in the offtake agreement. In regards to what I quoted, it was all from November 3rd. That being said, the company could be using outdated capex numbers based on inflation. Anyone have any idea how much their spending on long lead items might have dented the amount? Eg. $230M USD capex left, they spent what $80M CAD this year so far so is that being taken into account?
P.S. Nobody can make me feel stupid right now, I sold my TKO shares in Canada, opened up an options account in the US and loaded up on $1, $1.5, and $2 January 2024 TGB calls 2 weeks ago. I probably have the most upside exposure (% wise) on anyone on here.