RE:I spoke with Investor Relations on the phone yesterdayAwesome insight and thanks for sharing. regarding your third point, goodluck trying to get that across to some people on this board (@69chevelle) because i've been harping about this for literally months. Hopefully when they read your post and see this is coming from Bill Trenaman, theyll finally smarten up (but i doubt it)
Some people still dont understand that IVN isnt producing any cashflow and for some reason continue to compare it to KAT (producing cash flow through copper and mainly cobalt mining) or other companies like FM and HBM or other miners yet theyre all producing...
The thing people still dont understand is that when 1/2/3 of the mines are in production, they are all at the bottom of the cost curve and at the higher end of the profit curve (high grades). REgardless of how the DRC mining code pans out, IVN will be a winner. If for some reason IVN cant produce a profit under the new mining code, that means no other company will be able to.
Common sense will prevail, the DRC has infinitetly more to lose than us shareholders.