Forced sale The fact is that time is running out on Unga renewal. The plan was to prove up an UG mine at AP, sell it, and use the money to re-up on Unga. Time is crucial here.
What I think will actually happen is that Torex or other will seek to buy all of Heliostar. Torex in particular is locked into Mexico, and that's risky these days. There might be some deal where Heliostar gets to keep some exposure to Unga. I think this will all go down in 2023.