RE:Perkoa I think Caribou is the real issue now. Perkoa was a once in a lifetime issue, but it's still a decent asset.
IF Trevalu can get financing to get things back up & running, we could see some gains from here. RBC has a speculative $2 target. Has anybody else seen what other brokers/bankers are saying?
It seems the company has said they have ordered machines to replace the damaged equipment at Perkoa. Must mean the restart is soon. I say that either
Sell Perkoa for $50 M, close caribou and go hard on Rosh P
or
Reopen Perkoa , redo financing at 120M total , and start Rosh P 2023
Close Caribou or sell for anything
By Aug 31 many answers coming
Thoughts
Real thoughts , not just bashing
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