Agreed I don't think the KGL situation brings anything new to the table in regards to the announcement we all wait/hope for. We know that there is a degree of political risk and it is one of the reasons why it has been priced accordingly. Reading KGL's announcement they seem to have had more issues to deal with (ie. Issues with local villagers etc.) than NRU currently do. But it is something to keep in mind for down the track. KGL seems to have held up pretty well all things considered though.
NRU Price at posting:
9.3¢ Sentiment: None Disclosure: Held