HOW I READ THIS -Ian is as much of an assest as is the, mineral deposits.
Anglo Asain, most assurdly knows this.
Anglo with a 20% vested interest in, Libero, at these prices
is a bargoon.
One could play the - Mocao forest card ) or, get down to business
and crack a deal based on, what is measurable.
Anglo's stock value sits at, $105 gbp.
Translated = $165 cdn value
The Colombian Mocao can be looked at in 2 ways,
Full resource based on historical and potential outlier new
mineral finds.
Or, a reduction to, 355 million tonnes factoring, trees.
A figure that should be tabled to trigger a quicker deal.
Knowing... a good double or more remains that benefits
larger player.
Ian has used $1 billion language in video.
Such translates to, a mere 6 million shares as per Anglo.
Though Ian has 3 of 4 superb mineral assests, these assests
reside on separate continents. This can compromise the better
assests when one dilutes to build out the other.
Anglo, is an up n coming.
Next level, mid tier miner.
Anglo's mineral reserves are, not as much as i thought.
And... most all deposits are in one location.
Only a few deposits are in production, versus, pending contract.
Key word, contract.
Which in my opinion, places Mocao front and center
as a deposit that would change the dynamics of, Anglo
to having very broad shoulders if compared to, Anglos
current assests.
Ian, in my opinion,
brought in Anglo, too soon.
Such makes Ian a toby to, Anglo.
Ian, doing all the leg work and PR.
Ian holds the 2 importsnt keys.
1- mineral assests
2- PR that paves the way
If same ordiance ( relations with Anglo ) is kept longstanding,
it can compromise ( retail ) shareholders whereas, overtime,
Anglo simply keeps collecting shares along with orher key holders
and retail is eventually squeezed ( out ) by way of, dragging projects
to deter retail. Hey, they have several angles already.
Essentially, i consider Ian already working for Anglo.
One foot in retail camp.
The other in, Anglos camp.
Not a card game i like.
What to do ?
Drop big bulk.
Leaving big red as a stand alone.
Entice Red Chris.
North America is now dealt with.
Group Argentina + Colombia claims.
My hunch is, Anglo would want the 2 south American claims.
These two would place Anglo as, heavy weight mid tier.
Crack a deal, based Mocao's 355 million tonnes.
And, after drilling Argentina.
Two package ( deal ).
SUM ?
No more dilution after, Argentina dilling.
Retail is happy.
Ian remains in, Colombia working for, Anglo.
Overseeing Argentina and Colombia ( claims ).
In a perfect world of, course.
I'll know more upon, Ian's next moves.
Pro retail ?
Pro Larger interests ?
Here's Anglo's production, explore breakdown.
Notice how explore ( blue ) is grouped with, production.
Wink.
https://wp-angloasianmining-2020.s3.eu-west-2.amazonaws.com/media/2023/01/Anglo-Asian-Mining-New-concessions-January-2022-update-1536x1034.png
Cheers...