Ann: Waylering Update, page-79

the BIG issue I have with Mongolia is the lack of infrastructure, thus the lack of sales opportunities and the lack of customers. There really is only one market for the gas so the Chinese can put all Mongolian CSG explorers over the same barrel at the same time and offer peanuts or walk away. Who else is going to buy the gas? In the PB you have so many alternatives for corporate activity......it's not like that in Mongolia.