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Turquoise Hill Resources Ltd. TRQ


Primary Symbol: T.TRQ

Turquoise Hill Resources Ltd is a global mining company that primarily mines copper, gold, and coal in the Asia-Pacific region. The company holds a 66% interest in Oyu Tolgoi, one of the world's largest copper-gold-silver mines, which ships concentrate to customers in China. Oyu Tolgoi is located in the South Gobi region of Mongolia, approximately 550 km south of the capital, Ulaanbaatar, and 80 km north of the Mongolia-China border. The company also holds interests in companies that mine...


TSX:TRQ - Post by User

Comment by ljp0101on Nov 06, 2022 3:31pm
173 Views
Post# 35077497

RE:RE:RE:It’s happening…maybe.

RE:RE:RE:It’s happening…maybe.The Pentwater filing contains the actual agreement, which is what I referenced and makes no reference to a minimum. 80/20 doesn't even make sense given the amount can change in appraisal in addition to the interest and that verbiage you cited is a derrivative of the agreement I'm working off of. Conclude what you want.

The court and regulators aren't in a position to decide that the amount Pentwater will get will be more, only that they will get fair value based on the process that will be followed. And shareholders retain the vote as well as the option of appraisal so arguably aren't harmed by this side deal in the legal sense. What's Pentwater's getting is different but appraisal and court end up at the same place in theory. Rio absolutely couldn't offer them additional inducement.

Legal fairness and moral fairness aren't the same things. I've seen all sorts of abusive things happen in markets and this is pretty low down the list. Rio's chosen a divide and conquer strategy where by giving Pentwater arbitration and everyone else court they're cramming down the transaction by forcing anyone that wants appraisal to go it alone on cost. I mean, the board has already said 43 is a good price.

The US system works differently but I believe this situation would essentially be legal.
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