In business - same as in life and investing - one has to weigh the risk vs reward.
If you do not have confidence in management - then sell the stock and/or short it and back up your thinking
Let management do what they are good at and work at increasing shareholder value with more streaming deals ... So buy in more or hold steady .. . .
I am sure the number of experts on Mongolia has tripled since this deal has announced :)
.. . you would think most of the experts on here are working for the Government of Mongolia .. . .