Risky JurisdictionsThe problem I see with CG is where their assets lie, Kyrgyz Republic Mongolia, and Turkey etc. Some very serious risk attached to those countries.
I really like the TCM acquisition, great assets for a very reasonable price and more importantly safer diversification.
But to address yesterday’s share drop, something is up I think and apparently not good IMO. This stock is grossly undervalued if its assets were anywhere else in the world.
The main concern here for me is the ongoing dispute with the Kyrgyz government, never good when a company has to resort to international arbitration to protect its interests.