I think the RIO Fourth Qtr '12 Operations Review out today goes a long way to dealing with the perceived risks of getting a resource into production in Mongolia.
Oyu Tolgoi copper gold:
"Commissioning of the ore processing equipment began in mid-November and first ore processed through the concentrator on 2 January 2013. First concentrate production will follow within one month"
DYOR but this is now looking better in my view.
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