""The recent action suggests to me there is speculation of a deal rather than arbitration in the works. On that I would look to exit in the $2 to $3 level.""
I know what your saying is mechanically how a deal like this would normally work.
HOWEVER, my personal outlook on our current position, under these particular circumstances, is very different.
We are the owners of an extremely valuable contract that gives us control of 30+ billion dollars of gold. With gold rising at an astronomical pace, destined for a value of several thousand dollars an ounce, the value of that contract theoretically rises everyday. If you want to buy it now and start producing $1500.00/$2000.00 oz. gold then this is the real value.......$2.0+ billion dollars. No discounts for buying it now, it should be a premium if you want our equipment to start early production. In reality you'll make most of that selling price back by going into production approximately 3-5 years earlier than would normally be attainable. If the real buyout value is determined to be $3.0 billion then our shares will be worth approximately $8.70/ea with no discount for doing the deal now. If that isn't acceptable to the suitors, we wait and go to arbitration, as the contract gets more and more valuable with everyday that passes. They'll be chomping at the bit to give us our $3.0 billion as they witness gold break through $1500.00 then $2000.00/oz. all the while knowing they're missing out on huge profits and bonuses by not buying it at the true value. Now we add on carrying charges for them not being astute enough to have made the deal how it was offered initially.
It's called hardball and I think you'll find we have almost both cheeks on the drivers seat and we're securely strapped in for the duration................IMHO
SHOW ME THE MONEY!!!!
EZ
