RE:RE:Ok, Lucky Friday Here We Go, How About This…TXRogers wrote: goldencraton wrote: Pacton - 2 more acquisitions… 1) Pacton takes out Kairos – “Inky”
KL PP in Pacton
2) Pacton takes out De Grey – “Clyde”
Novo 2 More Deals… 1) Sumitomo takes PP in Novo and makes deal on BC.
2) Novo buys out ARV 50% JV Holding
KL takes out Pacton - “GLITCH”
KL, Novo (with Sumitomo, NEM) and The Wizard of Oz rule the entireYellow Brick Craton. It looks like the first part is right from other posts but I’m not sure on the rest of course so it may be premature to yell
Hallelujah.. but what the hell it’s Friday after all… https://www.youtube.com/watch?v=YrLk4vdY28Q gc
So it's Saturday where I reside and the light of day makes for some clarity. As it has for about a year now.....consistently. If Pacton merges with Kairos and KL makes a PP in Pacton, there is sound logic. That's because a certain Accountant would benefit most and it's a pattern already made familiar with NVO.
But where is the logic in Pacton subsequently taking out De Grey (where KL is a large shareholder)? No advantages there for anyone and PAC would be "pi$$Ing on KL's rug". Regarding Sumitomo making a PP in Novo and making a deal on BC: Already stated in a MOU announcement made last July 2017 and is likely being finalized (under painfully slow Japanese style decision making). Next, with regards to ARV and possible NVO/KL buy out of the JV: I expect that to happen eventually as well, but I gave up waiting for it and didn't want to tie up my money any longer. And finally, I don't believe that KL will take out either NVO or PAC in the conventional sense. As I repeatedly referred in the Anomaly scenario, a huge merger event will eventually occur where a new Major will come into being - its sum greater than the parts of these individual companies. There will be no repeat of Accountant errors. You're getting very close to what I believe will also happen GC. Not quite there, but you're scenarios are more closely reflecting the events to date and probable outcomes to follow. Well done. Tx
KL gets De Grey in its entirety in this scenario TX. KL and NVO split the whole pot. The
“Partners”, Eric and Quinton, were the first
“Business Men” to realize the golden wonders the Pilbara was hiding.
Why share it? In this scenario ES and KL get more than half of the Pilbara to mine for eternity (PAC, De Grey, Kairos) …thanks for the $56M+ Eric and Tony.
Novo gets everything Q staked and bargained for plus the ARV 50%, plus the cash to continue exploration. Sumitomo Corp. can finance operations going forward (I believe that Q said there was Sumitomo Corp. the financier and Sumitomo Mining, 2 separate entities. He said it was Sumitomo Corp. the financier that was the one interested in BC and the basin in general) and Newmont can do the mining.
ES and QH could have planned all this out last summer. Would explain NEM “hanging around” so much.
Just seems to make the most sense to me. I hope it’s right or close to right. Time will tell.
Thanks again TX, TexasT and other helpful posters.
gc