Harry, I have seen John present and also Tolga and I would rather have John running this company. He has run big zinc/polymetallic plays before and is incredibly knowledgable about the space and Myanmar itself.
We also probably have to own the asset so this thing can run to a better valuation - sadly I dont think instagram will do it...
MYL Price at posting:
5.5¢ Sentiment: Buy Disclosure: Held