in the world of spec.
its not often, you have Russia, China and Mongolia, in your corner, to see your value unlocked, and transition to the real deal.
Aspire, Ovoot is the major initial user of the rail Erdenet-ovoot- but the growing economic benefits for decades to come, for the entire one belt, one road, just stacks political pressure in our favor.
Ovoot 10mtpa, and Nuurste 1mtpa, is imo a half billion dollar type EBIT for us, the Norther Rail via tarrif another winner for us, and the entire regions economics.
Again, just think about where we are headed. 3 or 4 billion MC, Imo
And who we have in our corner to make it a reality.
Now think about other risk laden stocks, such as some of those in questionable jurisdictions, eg, the DRC, where a prayer each night that the regional governments havent repatriated the assets, or other anarchy.
There is a key difference in speculation, with transition to investment grade, V cowboys wild and woolly rides. The measure of certainty to cross the finish line.
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