Bawdwin-The Impossible Mine- Signifigant Re-Rate Imminent, page-2

Exceptional board and management IMO - John Lamb has run big zinc before and should see this into production (unless there is a substantial takeover from a multinational). Also seem to have a good relationship with the governmetn judging from asx announcements.

Having Argonaut onside also provides massive firepower - great insto contacts and solid distribution.

This mine should set the precedent for mines across Myanmar in the next decade IMO.