RE:RE:RE:RE:RE:RE:RE:RE:Today’s Response from PaulThe real fun starts October 2023 when our market cap....hasn't really changed that much.
Oh, I'm wrong? In May 2021, did any of you honestly think we'd be at $200m right now? This time next year, we won't be sufficiently farther down the permitting road to matter.
We haven't addressed the elephant: the market sees nobody taking on the CAPEX. IMO, now only two ways to solve that:
1. We sell Rio 25% in a JV, while we take the lead on permitting. Who cares if Dale doesn't like it.
2. We sell NEM 25% with an agreement to use Coffee's heap leach pad to start. Casino has to earn $$ DURING full development, let it pay for itself.
The market needs to see someone commit. This wishy-washy Strategic Investor agreement, that they can extend out if they want for whatever reason didn't cut it. Some major puts a $300m price tag on us? Great, we'll sell you 25%.