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Strategies & Market Trends : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?


To: Metacomet who wrote (145897)2/6/2009 7:17:22 PM
From: LoneClone  Respond to of 313015
 
My preferred scenario for IVN is:
1) Mongolian government finally signs agreement
2) Rio Tinto buys the rest of IVN they don't already own for, say, $30/share plus a dividend of a newco which holds the rest of Ivanhoe's Mongolian, Chinese, and Indonesian land holdings plus their share holdings in Ivanhoe Australia and SCG.

No doubt the Entree holdings at Oyu Tolgoi will figure in there somewhere as Rio will want title to the entire set of deposits.

It looks like the storm is now through as the winds have swung around to west and the skies are clearing in its wake. There were some seriously intense showers at some points so watch out for flash floods.

We are probably going to the Wild Animal Park tomorrow, the right kind of zoo where the animals roam about and the humans are kept to enclosures. I can't take the angst of going to a regular zoo any more.

LC