Credit must go to senior management. We have invested in and tracked the company for 7 years now; and we think management is first class. We are not selling yet because the company will continue to benefit from the accelerating outsourcing trend.. China’s quest for energy security is a strategic opportunity for Myanmar. According to official data, Myanmar has total estimated gas reserves of 2.54 trillion cubic meters (the 10th largest in the world), 3.2 billion barrels of oil reserves (the largest in Southeast Asia), and an ample number of rivers. China, seeking to establish a diversified portfolio of energy suppliers, heavily weights its investments in Myanmar toward oil and gas, mining, and hydroelectric operations..
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