Quick Thoughts First, I'm happy (honestly) that AMK is selling their Tide property. This gives further credence to my long-range opinion (and I'm sure many of you share this) that the Golden Triangle is going to "light up" with companies bidding on properties -- in our case -- staked by Teuton. Can the rush to "lock up" projects be far behind? A better question might be: Has the GT gold rush already started?
Again, the sale of any interest in the GT is giant news for Teuton, as yet underappreciated by the stock market. The reason is nobody, I repeat, nobody has more land than Teuton.
Clearly HDI has beaten Seabridge and Pretium in the "preliminary rounds," i.e., Tennyson and Tide. Obviously, HDI is looking not at today's metals prices but they are looking at the future and are setting up beautifully to become a force in the GT.
To Messrs. Fronk and Quartermain: What will you say to your shareholders in a year or two if you waited too long to act to acquire either Teuton's properties or -- dare I say -- Teuton itself!!? You'd have a lot of "splainin'" to do to your shareholders if you fail to get your collective feet (foots?? :)) in the door SOONER rather than later.
The Tennyson and Tide deals may have started the ball rolling, perhaps sooner than this writer anticipated. I don't know how much longer the GT companies are going to be ignored. Could they be the "dot com-like boom stocks" of the coming decade? (I can hear Ernesto laughing right now, but that won't stop me:)) Instead of discussing again what I've written over and over about the coming juniors boom, I'll just say "ditto" to what I've written in the past.
It's all good, I think. Even though AMK and TUO are adverse parties, both the Tide and Tennyson deals have "winner" written all over them.
Leaving aside all the BS between AMK and TUO for the moment, I'm curious if others agree with my "Golden Triangle takeover fever" theory, so your comments are welcome.
Rudi Fronk and Bob Quartermain, the race has started; HDI has sprinted out of the blocks while you guys seem to still be in the locker room doing stretching exercises. Come out and play.
This is not investment advice..... BUT IT IS FOR THE ABOVEMENTIONED CEO's :)