Going against the crowd here - I reckon the deal is pretty good....

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  1. 1,392 Posts.
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    Going against the crowd here - I reckon the deal is pretty good.

    So many time you see companies merge / buy assets that create a larger less-profitable operation. The combined DRM-MYG will be more profitable.

    I think the attractive thing about Deflector is the exploration upside. Unlike Wilber systems that are quite small, the Deflector gold/Cu system is a lot larger and stupidly under-drilled.

    Yes polymetalic orebodies are more complicated which creates more risk but TJ and DRM management are dam good operators so there is a good chance they will be able to pull it off.
 
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Currently unlisted public company.

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