RE:RE:RE:RE:230 thousand kilos not including Aph deal?JustASimpleGuy wrote: archdiamond wrote: JustASimpleGuy wrote: jubatus1 wrote: https://wheatonincome.com/investors/
I don't think it does, however the Broken Coast expansion needs to be subtracted from the figure too. Not sure how that balances out.
We don't know yet if we have lost the Broken Coast deal. It's s better possibility that the deal stands with the APH take over of Broken Coast considering the terms CBW and APH are on. There has been no news release of the material change of CBW looking this contract.
I'd bet we still have that stream.
It's still possible, and maybe I'll even backtrack from my gut feeling. The Aphria NR did state it's given Broken Coast the green light to go ahead with an expansion project. I suppose that could be the CBW Broken Coast agreement.
So Broken Coast gets a nice payout from the acquistion, Aphria gets access to Broken Coast genetics and CBW fullfills its obligations towards the expansion and retains 49% equity. And as a bonus CBW also has the agreement with Aphria for 60,000 Kg through 2/1/22.
That would be a nice win-win-win for all concerned!
Indeed it would, I also reread that news release and noticed Broken Coast was 80% owned by the main three partners. Who gets the other 20% of the APH shares and cash in the proposed deal?
We know we own at least 10% of that interest. 10% of those shares are now worth 33M and at least 1M from the cash part as well for CBW. This still leaves a 10% interest of BC unaccounted for.