When it rises on the next good news you will wish you were...

When it rises on the next good news you will wish you were buying now. Human nature, we whinge when it's down and buy when it's up.

The wet season was well telegraphed by the company but they didn't say 'no drilling' they said little drilling. There could still be the odd surprise. Back in full swing in about 12 weeks and a couple of scoping studies coming in as well as the resource/reserves upgrade.


Have a good weekend

PS Myanmar have a number of areas were there is a 'contest' between locals and government. I am not stressed by the risk of any impact in Shan state though. As stated above, it's a heavily Chinese and Buddhist region and ON the belt and road so security attention is keen.