i don't know mate - sometimes dogshit smells like dogshit. Coal fracking in Mongolia was always a big gamble, and it looks like it might not be worthwhile under current conditions.
I see a lot of expectations around Grandis. I admit I'm maybe not as educated in the kinda if stocks, but my hopes for it are pretty muted.
the question is - how much are we worth when taking Grandis into account, and assuming nomgon is maybe a bust?
I'd say $40 million - which is a little ways to go yet.
Mister Market is always right, page-6
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