The discount is deserved until the relationship with the Malian government is clarified. It seems to have gone from chummy tours of Mt Cattlin with the former Minister, to an adversarial relationship under the new one. Sovereign risk is the largest risk affecting this company imo, and they said yesterday that the ministry didn't even respond to their letter about the direction to cease DSO production.
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The discount is deserved until the relationship with the Malian...
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