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couldbebetter

03/09/21 2:41 PM

#1342 RE: Aitkenresearch #1341

Aitkenresearch, TPL does not decide if options will trade on this. My
take is if institutions decide they want them to trade they will get them.
One example of what an interesting acquisition would be...(only as an
example...not a recommendation:)

1.Taseko Mines (TGB) which mines copper and will have a new "Green"
copper producing operation in Nevada which will produce in 1-2 years.
TGB also has 3 undeveloped properties...one a Niobium Property (used
to produce magnets.) And two copper/gold properties. In total this
could provide a nice copper production company for the next 100 years.

2. Mesabi Trust (MSB) which is a royalty trust for iron! TPL could acquire
for stock (assuming shareholders agree) and end up with a long-lives
iron ore asset.

2. Arch Resources (ARCH) or ARLP...both produce coal, ARCH mainly MET Coal
which it recently expanded capacity/efficiency for, and ARLP which has
mostly thermal coal with a very nice oil & gas royalty business.

All of the above would end up being accretive to CF. MSB is debt free.
(I think HK has a major stake in MSB.)