igv: $52.9b, ev: $34m, page-9

Hi All,
Happy for this to go up, having sat on a parcel for quite a while[although must confess, sold a fair chunk near the open today].
Thought any action on price would come from the Australian assets, saw Laos as a very, very long term prospect.
I still remain a little sceptical.
The geography is still an issue.
Sarco's deposits are a long way from any meaningful transport options.
The Kunming to Vientiene railway would seem to have little relevance[and is planned to be finished post 2020 anyway], yet figures prominently in the promotional material.
As far as I can find out, the Cambodian railways proposals to connect to Vietnam, are still in their infancy[and are also a fair way from Sarco's deposits anyway].
Dont plan to sell the shares I've still got[australian prospects still worth a punt], but wont buy any more, until I can sort out in my mind, how this is all going to work on the ground.
Any help with my logistical and geographically based doubts, gratefully appreciated.
cheers