RE:RE:RE:RE:RE:RE:RE:Paul talks MMC and RIOHi Sooner, I agree with your sentiments that an ounce is an ounce regardless of owner. However, RIO (other than 8% of WRN) has no meaningful investment in the Yukon, correct? NEM is the one who stands to benefit above and beyond any NPV profile from Casino due to economies of scale between Coffee and Casino.
Aaah......putting that ol' econ vocabulary I learned years ago to work! But it is true and NEM knows this. We know it and Paul needs to remind NEM of this.
Fact is that Casino is, ounce for ounce, more valuable to NEM than RIO.