RE:RE:RE:Crux interview Ivorygull wrote: My biggest worry was always that they'd sell off everything with Crawford and just add additional blue sky potential, but what I'm hearing seems to suggest, but not fully confirmed (although Matt does his darn best to get it out of Mark), that we could be selling at least some of them off separately, but for sure knowing that we will have done as much as possible to get full value for them if we got taken out.
Ivorygull, Mark is setting this up to piece it out. Crawford will go first for obvious reasons. I suspect that to come after feasibility. The rest will sell as a package. If the feasibility is above everyone's expectations, then in that scenario I expect a bidding war including from the company that takes Crawford. There are about 4-5 companies that would be in a position to complete that transaction. Bhp, Glencore, Vale, Anglo and maybe one other I'm missing. Some of those may already have their hands full. So I would narrow it down to 2 companies. What price they give us is anyone's guess. We could all speculate till we're blue in the face. It comes down to the price of nickel at that time, the demand for the product and what the economy is like at that time. GLTA