I just got off the phone with the Investor Realtions guy from another Canadian Junior who operates in the area. He was explaining why their PPS is down and why I should continue to buy (I am holding). He mentioned the problems of KRY. His take is that Chavez has always wanted KRY to sell out to the Russion company (Poly something?). That KRYs plan is to wait out Chavez for the next two years and keep busy doing some more exploring, hence the specific language from the environmental ministry that they can not explore.
I did not ask his permision to share his name or the company name. As for me I will continue to bet on Sanz and a permit in the near term.