Replies to post #22665 on Northern Dynasty Minerals Ltd (NAK)

[Scotttrader80]

"If the Pebble Project valuation doesn't fit, the buyout offer is not legit."

Friday, June 12, 2020
Northern Dynasty Minerals Could Force Investors to Execute "Plan B."
Good morning, to all of the Northern Dynasty Minerals investors who follow this website from North America, Europe and Asia. Hopefully you are having a very good day. With the "virus" making headlines I hope everyone is safe and healthy.

First of all, thank you for stopping by and enhancing your knowledge and awareness of the value that NAK shares provide investors. Sifting and comparisons will commence shortly whereby I will conduct methodical forensic analysis of other mining companies to see if there are any that compare in terms of measured and indicated (M&I) gold equivalent ounces per share (GEOs) and more importantly GEOs per dollar invested. The idea is to try and find another mining company that beats NAK in this metric. The hypothesis is that there is no other company that beats NAK in this very important valuation metric.

The secondary goal is to find the "next closest" mining company in terms of GEOs per share and GEOs per dollar invested. Once this list is made then names are removed that are in unsafe jurisdictions or have other red flags or concerns. The day may come when investors will be forced to find another company to invest in. This could happen in a buyout scenario or if the NAK story would somehow change if red flags should materialize.

This already happened to me back in July of 2007 when I began buying shares of Lionore Mining which was a nickel producer in February of 2007.

Please read my blogpost from back then describing why shares of Arena Resources (domestic oil and gas producer) were sold in favor of Lionore Mining. (Yes, it is still archived even today!) It (Lionore Mining) was truly an amazing value that I was more than happy to dive into.

Shortly after I began purchasing shares in February of 2007 an announcement of a potential buyout by Anglo-Swiss miner Xstra Plc. hit the news wire on March 27, 2007. Unfortunately it was purchased in July of 2007 by a massive Russian mining company known as Norilsk before the shares could appreciate to anything even close to fair value. This miner was extremely profitable and in this case the buyout was just too soon.

Things can happen and one is forced to have a plan "B." Sometimes buyouts can happen too soon. NAK needs time to ripen on the vine and appreciate to a figure closer to fair value. Lets hope and pray for no early buyouts.

.30's next week?

[Zilidium]

Not sure if it was your intent, but the link you supplied was not the ADN opinion mentioned.
https://www.adn.com/opinions/2020/06/14/iliamna-lake-villages-need-jobs-and-a-future/

Your link was interesting though, thanks.