RE:It seemsNo idea. He’s been invested in Pretium and Teuton for a long time, what his relationship with them beyond retail shareholder I don’t know. You could PM him.
I’m not expecting much out of the 2020 drill assays left to come except similar results but welcome nice surprises - maybe they hit something more expanding Goldstorm. But transactionally - definitely looks like SEA and maybe AMK are showing signs of movement. We all know the biggies are likely into the data and under tire-kicking DD confidentiality agreements with both SEA and probably TUD. There will be a massive transaction eventually, but the chess moves for toe-holds at this stage could be less, like initial PP entries perhaps.
In the meantime, markets just shrugging off a lot of dying and ICU mayhem. Interesting to see how much Covid reaction from governments at this stage is more sizzle than steak. As harsh as it sounds, a whole lot of sick or elderly people dying isn’t going to deep-six the world economy, and broad interpretations of “essential activities” coupled with clamping down on select higher profile socializing - sports events, travel, hospitality - capitalism can be harsh. Good news and bad news ... Nonna just died a horrible lonely death, but we saved on funeral costs, got an inheritance, and you should see my retirement account! Call me a cynic but that seems to be about the measure of how ugly it is some places.
Stay healthy and safe out there people. Don’t cough on my elderly relatives, please!
cg