Jul. 10 at 3:10 PM
$BTG - It appears that Mali conflict is nowhere near a conflict wind-down, or resolution. The most likely outcome is the Existing military Junta controls the South portion of the country and the Joint rebels take the North, and perhaps carve that up, or fight over that. Also, their could be complete GOV collapse. Is the entire fate of this stock price going to be tied to that outcome ? Does exploration DATA at goose, or other areas offset the Mali risk ?
Also, the Strategic investments they own are fairy significant. Versament, and Snowline may grow to be bigger than B2G at this pace. I have no doubt that Snowline will be taken out by Agnico, once it is derisked enough. It's like Malartic part 2.
Kind of a daily Binary here. If Mali goes to shit, we drop 30%. IF Mali resolves in any way we go up 30%. If gold drops or rises
$500, kind of the same deal.
My point, is that if these assets where part of a larger player, they would get a better multiiple
