Casy comments in recent International Speculator.

"BYV cashed up last month, but otherwise remains unchanged. The money was enough to keep the project going, with a bit of drilling, but not to conduct a major campaign. That may be just as well, as the case for a takeover here is more compelling than ever – as close to inevitable as we can imagine in this business. We can't say exactly when inevitable will turn into imminent on this one, but as we see it as overdue, we're happy to be long and to have had a chance to average down. Shares are off again, so now is an excellent time for building a position."