Ann: Quarterly Cashflow Report, page-4

Yes, and in particular, Mr Zhang is not going to take several days out of his demanding schedule leading China's largest Zinc Refinery business to wander into the hills of Myanmar. He had the meetings and presentations on his turf in China only 2 months ago, why bother travelling to meet the same key players again?

Time will tell if I have an active and insightful imagination or whether I've been drinking my own coolaid but I've put a large investment on the imagination.