Just read over both SRK parts A & B, heavy reading to say the least but I was able to get the general idea. Looks like we may have sold a big one to NAK cheap (IV) but we still have 5-12 others that look very promising.
I keep thinking about the timeline and the date on the report 12/31/2010, a year ago pretty much to the day. The 60 day window put forth by JB. The reset on the earn in. Could there be a NEWCO/JV soon to be announced on Big Chunk?
HDI has had a year to shop the SRK report around to the majors. NAK increasing her stake by positioning for loan to shares in LBSR, this may be all they can do to participate based on their own financial situation. HDI will be the one to pull the strings.
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