That's a long reply without any mention of what the issues are.
I'm no expert, I just look at what is presented.
Have you read the report written by BlackSwan Equities? It may well have been written by your man at AMN.
They stated that the biggest risk with RWD was red tape and in particular environmental approval. I'm sure you saw the announcement today. It will be interesting to see how this process plays out.
The current knowns include superior grade and new management. The current unknowns include red tape and all the stuff not presented to market that your mates on the ground are privy to.
