It's complex for sure and hardly an issue that's worth picking...

It's complex for sure and hardly an issue that's worth picking sides.

As investors we just need to look at what's happening in Myanmar, accept it's a risk that can't be quantified and assign some arbitrary discount because it's not in a place like Australia. This is still undervalued IMO given the geology (JORC) and metallurgy (historical production) are pretty much derisked, and funding options are looking better with support from Perilya.

I go back to Rick Rule's words of wisdom "...countries that can’t get any worse don’t, and countries that can’t get any better don’t, either". Myanmar can only get better as a place to invest.