sp is moving up nicely . I have not commited much to this 3% of...

sp is moving up nicely . I have not commited much to this 3% of portfolio due to geopoliticl risk. Guess many investors think the same however it reminds me of Anvil same scenario area with great tenor (often an IRR better than 12 months)but with uncertain political future but the projects can contribute to the welfare of the people as provide employment and education.
Oh I was talking about their African project although way thins are may have more political risk with Mt Isa!