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To: tyc:> who wrote (112257)	4/20/2008 3:24:13 PM
From: brit2	Read Replies (1) \| Respond to of 312621

Whether Canadian miners walk away, or stay matters very little to the Ecuador government I suggest. They (the ruling party) already know where many of the country's richest deposits are now – thanks in large part to the extensive investment by junior exploration firms - and mining is not the high tech environment that O&G exploration, development and production are. I'd bet that once they've established the new rules and regulations, international companies will be lining up to take over when the likes of ARU walk. You may recall that when I returned from a lecture series at KIMEP (Kazakhstan Institute of Management, Economics and Strategic Research) in Almaty, Kazakhstan in 2006 I posted my cautionary concerns with respect to their geopolitical situation on SI, as many here were jumping into EPM at the time. I return again in 2 months, this time to participate in round table discussion with other academics. As I prepare for our meetings I am still of the belief that Kazakhstan remains a moderate to high risk geopolitical region. My advice, FWIW is to tread carefully, especially with juniors who have all their eggs in one basket so to speak. Cheers, Brit