Scuba, the post you reference is false. The bottom line is the pampana concession even if 100% is sney's hands today, will not generate any current revenue legally. There's no discounting the negatives in my book because they exist which a blind monkey can see.
YES, this is a valuable asset and should not have been f'ked up. The only way this company can survive is with cash flow now.
What matters is what's happening today - EOS. Stick around for a bit and maybe you'll see...