RE:RE:Entire transcript from Q1 earnings call."How is IVN not the best opportunity, by a country mile, in this space?"
Because they are located in a country (DRC) that:
1) Is much more vulnerable to the effects of climate change (particularly flooding) than the vast majority of other countries in the world.
2) Remains one of the poorest countries in the world in terms of the % of the population (62%) who still live in extreme poverty despite the jobs IVN may have created since it arrived in the country. Thus, political risk is high, and with it comes the risk of everything from rebellion, the installment of a socialist government, much higher taxes on the one and only big source of wealth the country has (natural resources / mining), government confiscation of projects, etc.