Zonetrader, far be it from me to educate anyone as I am a simple non sophisticated investor but one thing I do know is that events and circumstances in a particular area or country can have far reaching and dramatic impact on the success or failure of a project or a company involved in activities in such a jurisdiction. To deny the importance of geopolitics in investment and financing decisions is a perilous game. The geopolitics goes hand in hand with ore volumes, port facilities etc. Investment decisions can not or should not be made in a vacuum! Here endeth the lesson Zonetrader!
