tag:blogger.com,1999:blog-3423687325147894364.post6680588955072952005..comments2022-12-02T05:49:14.589-08:00Comments on Investment Ideas: Copper Fox Joint Venture Creates ValueWebgogshttp://www.blogger.com/profile/05764053578213694882noreply@blogger.comBlogger11125tag:blogger.com,1999:blog-3423687325147894364.post-60626160844487717202013-03-17T11:21:28.188-07:002013-03-17T11:21:28.188-07:00I was under the assumption that they only had 30 d...I was under the assumption that they only had 30 days, and as no notice came by March 6th, its was automatically deemed an acceptable bankable FS and we had earned the Liard shares?Anonymoushttps://www.blogger.com/profile/12621210907022005314noreply@blogger.comtag:blogger.com,1999:blog-3423687325147894364.post-60133952529849930862013-03-17T10:07:59.458-07:002013-03-17T10:07:59.458-07:00This month we should be told by CUU if the FS was ...This month we should be told by CUU if the FS was acceptable. It really is a dice roll on that one. Even if it was a better FS it would still depend on where Teck saw future money coming from. With that said, after the notice comes a drilling plan for SC and Az. Then a corporate update will be required. After that, near the end of April we should see a notice of JV. So if the FS has been accepted then we can expect the JV papers within about 30 days of the notice. The biggest hold up is getting the data in front of Teck's board for a vote. After that it goes faster because they have more control over their agenda and should be focused more on SC.Webgogshttps://www.blogger.com/profile/05764053578213694882noreply@blogger.comtag:blogger.com,1999:blog-3423687325147894364.post-30573671652559240752013-03-17T07:49:27.230-07:002013-03-17T07:49:27.230-07:00webs, if you were to take a wild guess...what is p...webs, if you were to take a wild guess...what is possible first date when JV would form and last possible date when it would be formed? I appreciate your insight!Anonymoushttps://www.blogger.com/profile/12621210907022005314noreply@blogger.comtag:blogger.com,1999:blog-3423687325147894364.post-6866770371035310662013-02-25T18:38:32.795-08:002013-02-25T18:38:32.795-08:00We are waiting for news now. I suspect they are lo...We are waiting for news now. I suspect they are looking at more land and they also have to review the data from Az. With the Galore news we could get an offer. I think that has been a major hold up for Teck and by proxy, us.Webgogshttps://www.blogger.com/profile/05764053578213694882noreply@blogger.comtag:blogger.com,1999:blog-3423687325147894364.post-72468579918827536802013-02-25T16:31:19.614-08:002013-02-25T16:31:19.614-08:00Think anything will happen in march...although i h...Think anything will happen in march...although i have no intention of bailing i am getting tired of the red cuu in my account! or do we all wait till June?Anonymoushttps://www.blogger.com/profile/12621210907022005314noreply@blogger.comtag:blogger.com,1999:blog-3423687325147894364.post-17480957721536389932013-02-22T17:10:56.094-08:002013-02-22T17:10:56.094-08:00I'm betting it over runs the offer. It will ta...I'm betting it over runs the offer. It will take time to climb but then it will gain momentum. By they time the JV forms we should be looking at over $3. Then people will start to realize what the actual value is.Webgogshttps://www.blogger.com/profile/05764053578213694882noreply@blogger.comtag:blogger.com,1999:blog-3423687325147894364.post-22480121487137119502013-02-22T15:10:36.094-08:002013-02-22T15:10:36.094-08:00web if you are correct what do you think will SP b...web if you are correct what do you think will SP be on JV announcement?Anonymoushttps://www.blogger.com/profile/12621210907022005314noreply@blogger.comtag:blogger.com,1999:blog-3423687325147894364.post-42882706709877197982013-02-17T16:04:51.378-08:002013-02-17T16:04:51.378-08:00Oh, they do indeed know what they have. We should ...Oh, they do indeed know what they have. We should see some brush strokes coming soon the reveal their intent.Webgogshttps://www.blogger.com/profile/05764053578213694882noreply@blogger.comtag:blogger.com,1999:blog-3423687325147894364.post-90051453118195970662013-02-17T16:03:44.682-08:002013-02-17T16:03:44.682-08:00Target date is April 21. It could come at anytime ...Target date is April 21. It could come at anytime without warning. Typically, 6-12 months is enough time even for the more complicated deals. We also have to allow for any new interests that rush to the table at the last minute. <br /><br />The fact that the proverbial shoe is on the other foot may give us a lot more leverage but it may slow down negotiations. <br /><br />On a side note. This article has drawn a lot of reads. 650 people so far today and it's the weekend. I suspect there's a lot of people seeking clarity on the subject. I am surprised that no one has asked for a write up like this. <br /><br />The next article might be on the cycle so that people know what's next. Mind you, there's a wealth of info like that online.Webgogshttps://www.blogger.com/profile/05764053578213694882noreply@blogger.comtag:blogger.com,1999:blog-3423687325147894364.post-12508826929621425072013-02-17T15:55:29.190-08:002013-02-17T15:55:29.190-08:00Excellent article
I swear Salazar who wrote the S...Excellent article<br /><br />I swear Salazar who wrote the Schaft Creek exploration proposal, employed a near perfect strategy with respect to what they were able to get Teck to commit to with regard to many of the points the author raised<br /><br />My main concern is that the current management appreciates the value of the negotiating levers that were provided and doesn't give them away, to be "co-operative"<br /><br />Unknownhttps://www.blogger.com/profile/15603463059395831147noreply@blogger.comtag:blogger.com,1999:blog-3423687325147894364.post-87325595753055722262013-02-17T13:31:00.484-08:002013-02-17T13:31:00.484-08:00Great article! I too believe this is the case. Ver...Great article! I too believe this is the case. Very detailed and researched report. Thank you Webgogs for this post.<br />In regards to timeline, how do you rationalize an end result? How long before these discussions/negotiations conclude? I would appreciate your reply. thank you once again for these blogs.mikehttps://www.blogger.com/profile/17294889493947326822noreply@blogger.com