You make good points however also I can’t help but feel a big part of the Nomgon story so far is execution. Logically there still has to be immense potential there, but the execution has been woeful since the opportunistic raise. Confidence in ability has eroded severely. This CR is indication to me that positive news about Mongolia, if it comes, is still a long way off. It’s breathtaking how little has been achieved this year, relative to expectations that were set by NY.
Ann: Funding for Grandis and Nomgon, page-37
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