Post by
porc2019 on Oct 31, 2024 4:31pm
If we dont hear anything, it means nothing changed.
I havent heard anything regarding open pits out of Sheinbaum yet. Usually not hearing anything means nothing has changed. In my opinion it currently looks like nothing has changed, since she has had a month and hasnt announced anything.
Comment by
porc2019 on Oct 31, 2024 5:49pm
The fact that investors in open pit mines have to go on a information hunting mission to find out what she thinks about open pit permits, and are left with a vague "policy" that could mean anything, leaves a bad taste in my mouth. If she wanted to permit open pits, she would have announced it clearly. I bet DSV wont get their permit in 2024 or 2025.
Comment by
porc2019 on Oct 31, 2024 6:47pm
Its a fact that she did not take off the uncertainty re open pits. If she did, we wouldnt be having a discussion and the share price would be 2+ cad. Why hasnt she? Because there is no policy change re open pit. Most likely! Otherwise she would want to clear the air as soon as possible.
Comment by
Ironmask1 on Oct 31, 2024 7:04pm
so that's what they mean by weak handsuncertainty.