Good post FB, sensible IMO.
One query, as an outsider looking in at the moment - do you perceive any 'sovereign' risk, not so much government wise, but general instability and tension in the region?
Just wondering and assessing what this may put on the table, and if it could be a reason they have had such an open door WRT granting of permits etc. - not so many others have the appetite?
Just curious and interested in thoughts.
Cheers
Cabe
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