Carlos Danger
Top 20
Fairly confident but it is just guess work from me. But it would tick a lot of boxes for everyone except us. At this point we need the ICSID to even have a conversation so we have to continue down that path. Maximum long term value is only possible through award from the ICSID without a deal but it would take time. There's also still the possibility of a wildcard from Felix with the MoU although again I just don't see the point of negotiations unless they want us to give something up as an ML could be on Nigel's desk tomorrow if the MoM was so inclined. Or they're just wasting our time for the lulz in which case the ICSID is our only option anyway. Clearly the gringos got Felix spooked so I think we are still in the game but will need to compromise in some manner to move forward on the ground.Ok , so you are confident there is something on the table for AVZ re RD . Are SH better off if Nigel accepts the RD compromise Or are SH better off going to ICSID ? If AVZ would like to pay me a nice salary I'll go either way . Otherwise take the compromise and lets move forward . IMO
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