RE: Snippet from recent Potanin interview - Sep 2914 Oct 2021 09:22
careful what you wish for mjd ! The flip side of that scenario would be akin to the stupid system in the uk whereby you get tax relief for leasing but not buying new equiptment etc !! Ergo if they were the buyer they would favour buying us piecemeal over say 5 years rather than in one tax year :( Dont fret though a deal for a billion a year for five years would provide a 38p divi every year for five years and that would propel the sp into the £1 to £1.5 range and that is without any ramp up in production we may make or further proving up of assets !!
Again my favoured type of " deal" because the secure divi ongoing for several years would allow those wishing to sell, to sell at a very good price, those wishing to slice and hold to do so and those wanting long term to have the option !
All in all there are very few deals where everyone is an instant winner but this scenario might just get close :) gla