RE:CC - RF Unchained!
Point 7 is important.
Of the 3 mines under Ivanhoes control, I have to believe that K/K is the one closest to his heart. At its esssence, Ivanhoe is an explorer and not a operator. K/K has a ton of exploration to be done yet. Cannot see Friedland letting go until the deposits are much more defined, and their full value recognized. These mines are his legacy. Also, Ivanhoe has a huge claim outside the K/K zijin area.
I think that Kipushi will be the mine that is up for grabs. The deposit is a known quantity and it is close to production.
What a PEA, what a conference call!