RE:RE:RE:RE:RE:RE:RE:jan 11CZ- There's a balance in nature rules and that balance can and should make it's way to all evenly exposed propositions. The 0.08 - 0.09 CD S/P level is held since the blick and doomed months (Aug-Sep). P made substential fianancial gains since. There's no logical way that in Sep the s/p was 9c and after successful sale it remaind valued at 9 c.
While we are blind to all sanarios, there are many people that are not. Hence the big long possition on loan, hence the strong support at 0.085 CD. That's while balls in the air. If / when the balls fall in place, my logic place that shoot at 300% to 700%. that's about 0.27 to 0.63 s/p. with my rough estimate still at 0.556 CD. Now, I know you are going to say it's all better if we carry to operate. I tend to agree. I remember also that Monkey is sitting at a higher average and he wants to see P continues. That's all nice. I think the managment lost their getgo a while back and they just want to go on their marry way with some cash and (limited) glory. So a sale at a higher s/p then current and a kiss goodbye is the likelihood exit. Alexco too supports that general sanario and he seems to have the best insight in regards to extentions. My guess is that he may knows people at W's office!?
I also know you and Curva keep talking about the tax issue. Much like was stated in the past, I do not think it's a real issue. Mexico is (very likely) in the wrong. Real players close to the deal (very likely) knows that it's not a real risk.