I think Perilya is one obvious potential 'interested party' but I don't believe they are the only good fit.
The most important point is that it is during this study and planning period that the blueprint gets set.
I think many of the big miners and/or commodity traders could get interested. Bawdwin is already of VERY significant size but it could equally double or triple in size over modest amounts of time. All the usual culprits could get interested and it would also attract the Chinese smelters that are only a few hundred kilometres away.
Just a few off the top of my head...
Perilya, Zijin, MMG, S32, Trafigura,Noble, Glencore will likely be interested in off take or Takeover. There is plenty to look forward to
PS Ivanhoe, didn't they have to divest Myanmar because of Olgu Tolgoi? (or however it is spelt)
Sitting in an airport again and braindead but I think that covers the basic parties.
MYL Price at posting:
6.8¢ Sentiment: Buy Disclosure: Held
