Regional Investment Analyst Scott Osheroff recently traveled to northern Myanmar to visit the mine site of one of our portfolio companies. Photos are by Asia Frontier Capital.
To quote a friend in the Myanmar mining industry, “If you want to find elephant-sized mineral deposits, then go hunting in elephant country”. Without a doubt, Myanmar is elephant country.
In January I was invited on a site visit to the Bawdwin mine in northern Shan State, majority owned by Australian-listed Myanmar Metals [ASX: MYL] but whose history dates back to 1412 when early Chinese miners used primitive