Ann: Mines and Money Conference London 2018 Presentation, page-7

."The macro is not being terribly helpful with all the Trump v Xi BS." 

Correct Kalenn and Donald knows that it has to be settled. He has taken to Xi with a 2 iron and we all know Donald can't handle a 2 iron. He needs to settle down...the best he could handle is more likely a 16 degree rescue club...and the sooner he gets it out the better so he finally can negotiate from a reasonable base. His grandeur posing is in fact pathetic. Agreement will happen of course and the real value of projects such as CAY is developing will be realised. The queue waiting to get in will result in strong bidding.Cheers all.