Ann: Goulamina on Schedule Post Discussions with Mali Government, page-38

Well I for one am not selling on this news. Project seems to be still on track, still very important to Mali and the government is trying to squeeze a bit more juice out of import tax and maybe DSO. Minor issues compared to the strength of the project. If you don't have the gonads you should sell here, but it is still a strong position for me and I account for the country risk in my assessment. Frankly I was afraid we would have to wait much longer and the other trash would need to get resolved first. Onward and upward. Good work Simon.