AVZ, page-406

I can't believe this. You lecture me on sovereign risk, implying in relation to the Pilbara, and then tell me you are invested in a company in Mali.

One thing I dd forget to say in a previous post is sovereign risk relates to political risk predominantly by the way. The biggest cost overruns I have ever seen in projects have been in Australia btw - Gorgon, BHPB expansions but cost overuns are not generally related to sovereign risk, but cost overruns in Australia are adding to investment risk here and it will be interesting whether the Australian lithium developments come in on budget btw etc etc.

Anyway, with Chinese backing they know how to get things done like I suspect you want them to get it done in Mali for your stock.

All IMO