RE: Newcrest price tag18 May 2020 11:37
I do apologise, what I was trying to say was. Newcrest will want all the gold that they get out of Hav. They will not be wonting to give away 25% year on year this would cost Billions ( above the options below)and their share holders would not see that as a good deal.
I see two options.
1- They purely buy the remaining 25% at the end of this year and let GGP go off and do their own thing along with another possible JV for Scal.
Or
2 - They do a complete buy out of GGP along with all their assets, which would probably give us the best SP and deal.
Just my thoughts.