I disagree. Any bad things that happen to GRZ may well be specific to the fact that they have a concession. The email from Doug shows that GRZ is not having the same communications that KRY is having.

On the other hand, anything good that happens for GRZ likely would bode well for us.

Just the fact that a sharp guy like Doug doesn't know when his appeal time runs tells you why Venezuela is last on the list of good countries to do business.

If KRY hits before, I will use some of my proceeds to buy some GRZ -- it will happen for them too, just maybe longer and a restructure of the deal more like ours.