posted on
Dec 17, 2015 07:04AM
It is all about trust and realism. The news nowadays is pointing in one direction unlike the more speculative communication since 2008. First FN has its road, 30M, that is new. These FN have what they want, other FN now want the same more badly. In 2015, the big game changer has been the acquisition and consolidation of assets, including the 13 % stake in KWG. As a NOT holder you can no longer say you are not invested in KWG either. That's important, to have FWR and CLF' assets now under one roof. Was not the case before 2015. One can no longer compare the 2008-2014 situation with today's, it has changed dramatically and for the better. These processes take long, being invested since Windfall or not is of no relevance, but can come to an endgame in a blink. The federal election success for the Libs is another gamechanger for 2015, and all I say is that perspective, urgency to act, and likelihood has improved dramatically in 2015. From where NOT was at, shareholders and stakeholders could hardly have had a better year. The road is around a smaller corner, if you look to it from every angle, looks far better than ever before on a material, rather than speculative basis. It is a worldclass deposit in the top ten of nearest to development stage according to one source. One may differ from opinion, as long as the crowds keep the oversight, for me it is less than a shot away. Based on the stream of unneglectable changes, so much happening, I cannot deny the fact that the long expected turnaround is well on its way. Far more transparency (auditor' report), more accountability (Trudeau), more delivery (30M road) and willingness (FN who are setting their priorities straight). Let's agree to disagree on the current situation.