RE: cash positionHere is the big concern....Orvana blows its cash load to extend the mine 7-10 years. Now the Bolivian government says thanks and kicks you out of the country like Venezuela did to Exxon. What is Orvana left with? Big fat nothing.
You wonder why the stock trades at cash value. My vote is to sell the LMZ and UMZ to some gold company who is geographical (and politically diversified), and deploy the cash reserves somewhere else.
I don't see any other way to get the SP moving. I think investing the cash in the UMZ could have a negative impact to the stock if it goes through. Just my opinion.
yogi...