Thanks for the reply - you make good points.
Re. Zijin I think it's very possible they'll keep the north as part of some kind of compromise/negotiation (Which of course is completely fucked).
You and some others commented that CATH won't want to mine because they would rather focus on their core business. Good point. However, I also think they would consider an unknown mining company from Aus quite a high risk to go through the rest of the process if this project is indeed highly strategic for them. It also might not be and rather just be a supply diversification strategy or contingency.
Another good point re having a 'western' partner owning the mine as some countries/companies requirements around supply chains.
What do you mean limitations on who Cath can sell to sorry? I am a little confused on this.
@TheCount what would you like to know?
@cruiser51 sorry mate I didn't get what you were referring to? Ive read the announcements but maybe I misunderstood something