Leo, the game with TYC appears to be based on comparisons with...

Leo, the game with TYC appears to be based on comparisons with Ivanhoes Turquiose Hill in Mongolia. On those comparatives it stacks up pretty well-and the European risk takers are backing it accordingly.
If the deposit were located in a less sensitive region it should be viable, probably very viable.
It is not. I have been to deposits in Pakistan, pre Sept 11, and the place was scary then-guns,corruption etc. I will not go back,ever.(India on the other hand is a different story).
Will it be developed in my life time, unlikely.
As to it being a good punt-different question-see the opening para.