Hello Will, good to chat with you again.
And you, as always. It's been too long.
I took the MPV share total number off my Internet ticker so based on your suggestion, it doesn’t appear to be too accurate. I also took MPV’s 40% figure off the DB’s SnapShot news letter on the assumption they got their data correct.
There's the 4% that Camphor owns, that would likely account for De Beers showing 40% in "other's" hands. I find the TSX site is the most up-to-date when it comes to shares outstanding.
Regardless, I think we agree on the basic issue, market exuberance is out there to be tapped into on diamond plays given a little effort by management, and one would presume that release of DB’s FS would be the catalyst to allow MPV management to do their job in that regard, assuming that it is so inclined… That of course is another question?
Yes, we agree that there is increasing exuberance to be tapped. We apparently agree on the importance and opportunity offered by a successful prefeasibility study.
Hence, to sum up, we agree.
On a separate matter, while the market certainly took notice of Monday’s MTX/CD NR, this thread appeared to give little to no attention except on the subject of the short term opportunity to cash out for the few who were that nimble and confident no additional news would catch them napping.
No comment, yet. But soon. Real soon. [wink wink, nudge nudge]
Regards,
WillP |