RE:Colombian PotluckI agree with just about everything you have posted Schiff. The exception is your reference to our bargaining power being at a low and the government buying us out rather than Minesa. The arbitration claim has certainly increased our position, supported by the arbitration tribunal trashing of the government strategy.
I realise this aspect is in the eye of the beholder, but the clock is on Minesa and the government not EOM. But good job, we agree on the most likely outcome. The only possible disagreement is on the quality of the potential return. A good discussion to have.