westcott, don't tell me you're starting to get it? Those with the money have the control. The Chinese have the money so they play by whatever rules they like. Their control is cemented when they have a very good relationship with the host country and they have a blocking takeover stake in the target company. A great resource is simply not enough, broaden your assessment to those companies that have extremely solid share registers and that will not need Chinese money to fund their CAPEX. Take the lessons learnt from SDL and apply them to the next investment.
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