The Escobal Mine Investment Opportunity: Legal Framework, Indigenous Rights, and Multi-Billion Dollar Arbitration Risk (PAASF)
4 months ago
Triple S Special Situations Investing
"PAAS: PAASF CVRs at 82.5% discount to theoretical value ($0.28 vs $5.60) offers 5.7x upside if Escobal mine restarts before Feb 2029. Market implies just 17.5% restart probability despite legal framework favoring restart - ILO Convention doesn't grant indigenous veto power. Multiple pathways: negotiation, courts, or int'l arbitration. Silver market conditions support economics."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
The Escobal Mine Investment Opportunity: Legal Framework, Indigenous Rights, and Multi-Billion Dollar Arbitration Risk (PAASF)
Source:
Triple S Special Situations Investing
Published:
August 11, 2025
Idea Type:
Stock Idea