RE: Concession negotiation20 Nov 2023 19:58
...indeed invite extended no indications it's been accepted or when .... ... anyone on the sidelines won't have to wait years though (or even that many months) it's the Mexican govt that have the risk of repercussion and they'll just plow forward with whatever, whoever & whenever they want under the current set up .... time will tell but I reckon we'll find out who's digging it up & processing before too long & then it'll be 6+ years before there's any remediation to Ganfeng/KDNC if ever ...or maybe GFL will surrender the JV's in exchange for a run at LV - leaving little ol' KDNC with little to no chance of stumping up for their portion of the 30% ....
I await to be proven wrong & pleasantly surprised ... but again ain't holding my breath.