Spoke to them on Friday... pitched my idea, for what it's worth.... My point being... " Never let ego cloud rational thought... Protect investor value via minimizing downside risk, and with upside potential via consolidation"
The whole will be worth more than the sum of the parts at this time.... negotiations with the majors from a stronger position..... Either they take the whole enchelada, or they get nothing..... Just like Voisey bay.... The last thing you want is to have several majors devide this up..... Consolidation forces them to compete for the whole, not pick up individual pieces.
I would clasify consolidation as an event for the NOT camp.... and justify an incremental market cap increase in excess of the total market cap of the individual components. A stratigic move!