re 3) one of our reps in our investment circle spoke to him. Yes he is very generous with his time and confidently provides compelling arguments as to why inr will move to full mining.
i suggest you reach out and chat personally. He seemed genuinely happy to discuss issues you may have as an investor.
i would do the conversation an injustice by summarising our take on it.
we still believe that inr are understating the risk however the conversation gave us confidence that on balance we have a go forward position.
External News & Commentary, page-224
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