RE:RE:RE:FROM SEA'S Q1 REPORT RE: MTTLarry60 great discussion points.sir. Agree on the need for the Amigo's to act as a unit and split the payment for a final MTT route.
On the timing. SA hired the investment banker this year to assist with the JV. Rudi has said several times that a JV would occur in several previous years. Does he survive as CEO if he does not come through this year given the current low stock price of Seabridge? It's an interesting question whether KK is more on the hook to deliver this year or Rudi, or both, or neither. If you think Rudi can wait another year before finalizing a deal with TUD, or maybe you think no deal is needed. I'm open to talk about the rationale.
I almost see both SA and TUD stock valuations as serious issues and perhaps connected so my take is that there are multiple hooks out there.