Good stuff Eshmun. I wasn't suggesting that the only way of realising full value was with a sale of the EKJV but so far the steady operation and cash/gold generation hasn't been valued correctly by the market.
Can you explain what the rationale is for the gold holding? At this point in the cycle don't you think there would be a good opportunity to use some of this to invest in other projects; a stake in DRM's Deflector project for example. Are there plans for dividends? I know they are doing a buyback.
I know there are a number of royalty streaming type companies offshore and often favoured by gold analysts like Adrian Day and Rick Rule.
To me the company strategy to reward shareholders isn't very clear. As someone said on these threads it seems more like a private company.
