Well you have to like where macmillan are mining first of all. Peru in particular.
I was recently reading an article on Reuters where finance minister was quoted saying that "(Peru) has taken off like an airplane, and the pillars of growth we have will give us fuel for the next 15 to 20 years ... to guarantee average growth of 6 or 7 percent a year,"
One other reason I'm all for Peru is that its not as volatile a region as say Venezuela.
MMG is looking good just give it time.