Here is Frontier's post and recitation of the our management's discussion of Kipushi from the cc. He is very smart, observant and experienced, fwiw....
frontier2014
2.5 stars November 28, 2016 11:02 am
some quotes from CC:
"Richest crack on the earth"
"More valuable per ton than Voisey's Bay was"
"Great mines always get financed"
"you can literally kiss the big zinc"
"richest zinc mine in the world"
chinese question "why bother with a PS at all" :)
the wind is on IVN's back:
Reduction in transportation costs, reduction in treatment charhes, higher prices (1.30 vs original pea price of 1.01), capital costs coming down, extremely good ROI's,etc
Financing:
many options available(taking it publicly, JC, sale)
Financing options for all projects: "never before had IVN as many suitors as now"
IVN has been approached by many financing investors interested in financing its projects. This in turn will result in better terms for financing.
my take is that since financing is not an issue this will limit the need for dillution....
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