Great post. Couldn't agree more.
If this was public in the Russian press two weeks ago this is very disappointing. It's obviously market sensitive, you only have to see the impact it's had today. It's a great company and these claw backs in the name of the national good/changing of agreed payments/royalties structures whilst commonplace in African jurisdictions can & do have immense impacts on the valuation ascribed, ergo today.There's a lot more to come off if WAF's 'interpretation' is incorrect. I'll wait for clarification before deploying capital
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