RE:RE:RE:RE:I remain bullishI would have liked to see Kukielski start a sales process. Mostly talk of a strategic partner at the call. If the deal with Lundin falls though, the stock will most likely drop, but ok then I'll be happy to buy back the 50% I sold at 4.85.
i do not think IVN is undervalued, maybe overvalued when looking at the NPVs of the projects and IVNs share of those. The economics of the Congo projects must have been hurt a lot by the new mining code. SA may implement something similar. I think the grades and size are amazing, but it's not cheap enough yet for me to get in.