i'm sceptical on the arbitration process... if they were...

i'm sceptical on the arbitration process... if they were conducting this process against South Africa, Namibia, China, India, Columbia or even their neighbour Tanzania. Then I would see the upside... the governments history is rouge and divided, with frequent civil wars, a country prone to civil war is not the best for a long term mine.

The company’s other possibility is to take legal action against the companies whom takeover the prospective resource, those companies would be internationals and depending on the laws could potentially be taken to court... but not for the one to two billion people have been speculating about a company would just ditch the project then and leave it for a decade of two

In looking at the long term for the project even lets say if they renew or create a new mining convention they still need in the region of Half a BILLION dollars to build the rail and port infrastructure. Remembering that this company on political risk scales is high and the debt market is current unfavourable, this is emphasised by private equity having recently pulled the plug on many deals, and the consistent downgrading of debt in the US to Junk Bond rating by the three ratings institutions states a shaky future for large debt raising, low risk projects such as taking over Coles Group hit many debt raising issues with even the bullish Macquarie pulling out, little lone financing this project. I think the company needs to inform the investors of their long term stratergy for this project and what the company will do in the event the country turns into civil war during the life on the mine.

If the financing question, and long term extraction plans can be answered then the company can become a worthy gamble...

Though this is gambling at the moment

So if you can answer the financing and long term mining extraction issue then maybe i will become a believer again...