RE: Country risk undoing Kibo6 Oct 2018 05:44
Olderwiser
If Kibo has TG as the only option then I would agree with you. Yet, they are not
IF both MCIPP & BIPP were early stage, I would agree with you. Yet, they are not.
Not hard to pin point this at all, it is the TG that are the problem, no matter whose department is headed by a Phd.. Yes, it would be a huge disappointment if both the other projects are ahead of the MCPP or even if the MCPP, for whatever reason does not take place.
As you said ''In country risk'' I think your points of concern re other possible opportunities will have merit to those who do not already hold a well balanced diverse portfolio of such opportunities. For those that do and understand ''in country risk'' as well as you do. I imagine it is not such a concern, irritating for sure.
Timing is everything; you may have sold out above the price shown today. Some may see that as an opportunity to come back in for a cheap deal bearing in mind the Tenders will be open on October 19th.
To each their own