RE:RE:My Latest Thinking on EDVTBF biker, I also benefitted from EDV overpaying for an acquisition that I was invested in - but an earlier one: Avion. Avion's only producing asset was the Tabakoto mine, which turned out to be another high-cost dud... OTOH Avion also brought the Hounde licence, which eventually became a cornerstone asset for EDV (and looks to have a long and fruitful life ahead of it), after EDV spent a lot developing it.
Endeavour will remain a significant investment for me but I don't feel I can justify it being one of my largest, at present. Happy to wait & see how things develop from here. Excited to see what the Tanda Iguela exploration throws up.
Cheers,
Mark