RE:Sean Boyd on King World NewsGrasspriet, your links to the Sean Boyd interview and the seeking alpha article were both excellent in outlining the values of owning the new merged AEM. Sean Boyd comes actoss as being a very smart, savvy individual and not only was the move to merge with KL a brilliant move, having Tony Makutch looking after the operations was quite the scoop as Tony has shown his abilities on how to grow a company's potential.....just his work on Detour and Macassa shows this.
Boyd's perspective on how G&S (and therefore sp on senior producers) will increase drastically simply based on inflation bringing investors flocking back makes lots of sense and his comments on G&S recent past all time highs and doubling of AEM's sp at that time proved the point he makes. Add all the synergies and production increases to the merged AEM, my belief is that the merger was the best outcome for both and no doubt that's where my investment will stay. JMHO.