some perspective, page-23

This is good news not bad. Bad news would have been that they are not taking up the option & and have to continue to look for better tenemants. It is just not the news that a lot of hot money was looking for. There is oviously quite a fewmore announcement to follow which should fill in a lot of details.
A good ann re Indo would be good at the moment & might catch a few out but admittedly the focus is Mongolia at the moment.