RE:New Properties? MintoGenerally when PWS is talking on Ellis Martin, it's usually pretty low energy, standard talking points and updates.
However, this interview was different, PWS was way more upbeat and higher energy about a lot of things, M&A, Power, RIO lobbying for BC connection, RIO/MM discussions and the expected turnaround in prices.
Will speculate that once government announces grid connection commitment and plans etc - RIO & MM will make a joint offer. My timeline is offer by late Q1 2024. Granted, RIO will enter a new agreement ahead of this and will dilute us further to drive down the eventual takeover price by increasing their . Likely price, USD 3-4 per share for shares they don't already own.