RE: RF, Ivanplats, ETG Speculation. Ivanplats just did an IPO directed at its African property, personally it isn't the kind of deal I'd expect so soon on the heels of that, plus recent inside buys at ETG suggest there is no pending negotiation of any major deal.
But the idea is that Friedland hasn't gone away at OT - above and beyond his continuing personal interest in TRQ. Which, by the way, far from making OT a failure for him show what a massive stake he was able to parlay and retain, ultimate profit still a question mark.
What I wonder is what it will take to cause RioT or OTLLC to run the table and take out TRQ and/or ETG. Perhaps a new major partner?
No doubt the assets are very promising long term plays on the continued growth and urbanization of the Pacific Rim and Indian Ocean.
cg