RE:RE:Newmont closes Newcrest...I asked Paul the same a few weeks ago and it went unanswered. Here is the email I sent him:
Good day, Paul,
November 28th is soon upon. If RIO offers in the $9 to $15 range, might be good time to sell. Spin out? WRN offers to buy out Coffee from NEM. No secret that NEM wants to divest. Win-win for everybody.
Thoughts?
But, then again, there may be more credence to Minto trend theory. Rio gets the Minto mine which is already built and ready to ship ore. And WRN gets to explore and develop the rest of the Minto trend including Carmacks and Stu. Tim Johnson shifts to Minto alongside Rio where he can better utilize his skills as a geologist. I have spoken to Tim numerous times about FN's relations and he admitted it wasn't easy. This is where Paul has an edge over Tim. Just my two cents.