I tend to agree with your line of thinking. ODN is part of PTQ and I don't think could be spun off to Azuero, as 1Best implied on the SH board. Now, Fifer may have some other properties lined up to match with his Azuero holdings down the road. We all know PDI is already going to be spun off, so that's no secret.
I don't know what the PTQ/Inmet relationship is currently. I have read it wasn't very good. It just seems to me that Inmet, being right near door, is the most logical buy-out candidate for PTQ.
Then Fifer still has PDI and his mine holdings in Azuero to play around with going forward.
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