RE: GH uncharacterIstically quiet14 Nov 2020 14:30
I really think they ate agreeing final JV terms. GGP have no need to get a bidding war for a jv and it will make relationships foggy. I believe in my heart and my head that they will come to a good conclusion for both parties. Also, Newcrst may want yo
Saw the lot up, and negotiating is taking longer because of the complexity of such a large JV on many licenses possibly. Now how do they handle this and release the news to the market with everything that is going on, covid, trump etc. Another thing that pops into my mind is, if all the other licenses are dusters, with the MRE due in December, i would argue that the earliest possible time to tell the market would have been the best time to give the disappointment to the market as Hav is looking to be a monster find of this century and bring the sp back after initial shock. So I think that there must be positive news coming very soon. My opinion and thought process only. GLA