RE:RE:Yah. M.s.My bottom line is what is Giustra planning to do with this combined asset. Rockport
sold because he couldn't see where this was all going. Well, who does except the
guy behind it. Giustra thinks way ahead of us and way ahead of markets. When prices are still down, you aquire good assets and start building so when metal prices go crazy, you are already in production with plenty of assets under control. Everybody else wants to buy in but they are already too late in the game.
My thinking is to back up my investment in BWCG by loading up on TML. I think you
will eventually get everything back you wished for in the combined company if you are
patient. As for financing, I have no concerns. Giustra is the money man who has
the clout and the connections to procure capital. Look how WRL got financed. No
problem when you have Sprout in your hip pocket. The Madsden deal didn't need
the banks due to Giustra's connections. Goliath will probably be similar.