I think they've got a good gold story.Going by their recent...

I think they've got a good gold story.

Going by their recent presentation... current gold producer out of Vietnam (at a modest 40,000 oz pa) with a second gold plant on the way (lifting production to 85,000 oz pa by year end), and a pioneer advantage in Vietnam (similar to Oxiana in Laos, I'd suggest).

Oh, and they have a goal of becoming a 300,000 oz pa producer within 4 years, so there is an expectation of big growth.