Hi John,It's hard to know as they haven't reported Q1 as yet -...

Hi John,
It's hard to know as they haven't reported Q1 as yet - deadline is next Tues 15th - they had flagged a lower production quarter due to 2week national holiday in Vietnam.
Their East Malaysian property,Bau,due for development next year looks interesting but it will need a lot of funding and they already have some $50mil of debt in the form of convertible notes due in 2014/15.
You should wait for the quarterly and I'll be attending the AGM on Tues 29th to meet these guys.
Hard to commit too much serious money if you're going to get diluted by year's end.