Lawrence1967. 2020. My interpretation of our time in the doldrums is similar to this chart. We're always in a cycle of restructuring economics. Russia confiscated a Canadian owned gold mine in the Congo this week to pay for their war on humanity "not His-Putin's preferred Communist" way. Who is to say their spies, China's spies aren't working Mongolia too, unfortunately. But is that what Mongolian government wants, to see their assets confiscated? Nomgon-9 including the monumental rest of it, GobiH2, Wind farms, solar farms? Taiwan, a similar scenario, they are in a double jeopardy as well.
The fact is this is a tightrope investment for us punters, a line chart isn't going to cut it anymore to give an accurate foresight into what will happen to beat the spies to base 1, commerciality, to market to China.
We're in, that's a fact, what Neil is probably holding onto is his reputation in Mongolia and staying power that what he has to offer Mongolia will be lucrative enough for them to continue to fight for it with him, as we are doing holding onto this risk. IMO. Nice chart but I need more to sort it. I'm different.
