RE:RE:political riskThank you for this Puma1.
I fully agree with you analysis and appreciate the comparatives provided. I however have to caution that the analysis provided is simply on Political Risk which are basically geographically dependant.
Alacer in Turquie is consider more risky than Torrex in Mexico which is more risky than Detour in Ontario.
All this has some value to it but I would like to understand whether this Political risk considers the other microeconomic factors that have resulted in the blockage in Mexico. i.e. is the Cultural risk considered within the Political risk or have they been segregated.. I have trouble understanding why Alacer is more risky than Torex apart from the fact that it is perhaps too close to the middle east for a number of insititutional investors.
Your thoughts are much appreciated as I have been expecting TXG to run quicker than it has. I wonder how long the market will take to accept that the mine is fully operating again.
Also, could you please post the link to this article? I am intrigued by ELD as of late.
Thanks again,
Bottoms