RE:News - lookin' good!it indeed does, the area they are working in might not be the top-tier in terms of safty, but enough larger companies quite comfertable there.
I do like the IKN blog a lot and especially over the long run Otto is often right (see Tahoe or Asanko Gold for example), but about AMZ beeing expensive i think he is just terribly wrong.
Its cheap just on the royalties and JV it has - in an action the PM royalty portfolio would fetch at least current AMZ marketcap of about 50mm$.
El Cobre is for free so to speak and there are some JV looking good as well and AMZ retains a carried interest.
On Caballo Blanco, a project i am similar sceptical about than IKN/Otto is, some progress is made as well and Agnico Eagle even bought into Candelaria Mining as well.
AMZ has a 1,5% Royalty.
Gold is doing well, Copper at multi month high and 75m@2,3%CUeq IS a nice hit.