Balken Mining General Discussion Thread, page-137

I sold down (not out) but sitting and watching as to when to come back in. three things that worry me:
1. one of the adjacent projects has only discovered boron and Scott was pushing boron hard in one of his presentations. the sp won't go too far if we only find boron
2. it would be good to get detailed news on the protestors and are they actually blocking the rigs. all we get now out of listco are careful lawyer drafted statements that say nothing and we really don't need that here. we need to know what is actually happening.
3. with no local partner can they take the steps necessary to reach a local deal with these protestors. compared to Rio we should be small and nimble and without a big bank balance as target for every local looking for a payout we should be able to go much faster.

yes govt always say they want these projects to go forward but in these countries where there is too much democracy that doesn't count for much. give me a country any day that will act in the interests of the whole country not the immediate locals acquire the land using compulsory acquisition laws and then lease to the company.