So here is my take (part of which I guess I have already said today).
Sergio taking over for Octavio is definitely real, and I feel what we're seeing here is that its possible that this news that has been put out is premature (whether by accident, misunderstanding, or otherwise I dont know) in the sense that they dont want official messaging until it is complete, and so their choice is to just deny it outright, and then when it does happen they can just fall back on the point that it wasnt official yet at the time it was leaked and that their denial wasnt a lie but simply stating current fact and the responsible thing to do as a large govt institution.
What I have cobbled together from sources is that the announcement of Sergio taking office was imminent, and whether the change we are seeing now of a couple week wait for the transition is unexpected or was baked in to the cards already I simply dont know. Additionally, once he is in office, then my understanding is that our projects can be announced very quickly with PRs from both Mexico and Mirage, that is, not the long waiting as one would normally expect with a change in administration especially Mexico.
But I want to make clear, this is largely "speculation" in that I dont know any of this to be necessarily what is intended to happen or will happen, but it does make sense to me based on the sequence of events that has taken place over the past few months and all the due diligence that we have done
Disclaimer:
Please dont "hassle" me or give me a hard time (not that you would but some might) if some or none of this comes true or does come true but on extended timeframes or in different forms, I am just relaying what I have put together. I have no agenda except for the thrill of learning how these kinds of deals develop and to put pieces of a puzzle together, to help others here as well as myself to make money. And as I and others such as Macod have said repeatedly, it's speculative and it's Mexico, as we are all learning realtime.
Finally worth mentioning, not that I need to, but I believe Ward is doing everything in his power to make this happen, and that people need to appreciate what he is trying to do for shareholders, call out his mistakes fine, but the spirit of what he is trying to do is nothing short of amazing. And he does appreciate the shareholders I can say that as a fact - treat him with respect and it will be reciprocated
