Replies to post #11 on RoX''s Investment Forum

[cleverrox]

I'm going to say this Mongolian venture for AYSI is a very good thing.

1) They probably have guarantee of business from some of their clients in Australia - a bunch of them are in Mongolia too
2) Logistics being handled by a joint venture is a smart thing - it isn't their area of expertise
3) The mills haven't been very capital intensive so far - so I don't think there will be much capital at stake here