ord......what is it worth......, page-43

Good summary Londoner and always be some risk with a long term project in a country like Laos, depending on China. The other pillars of finance, resource, market and management capability are all very sound IMO.

Life is full of risks and he risk/reward picture with ORD has improved significantly this year and hence the recent rerating Just remains to be seen how SP settles in this market and further updates impact, but for me this is one for the long haul.