time table shifted again, page-52

My prediction from May last year:

'Here is my prediction. Once the conventions are in the bag the NDRC will not approve finance for Hanlong. Instead, the NDRC will tell Hanlong to go jump and then direct one of the mills to negotiate a JV & offtake agreement with SDL.'

Getting pretty close to that point I feel.

Baukaw and others - how are your critiques of my analysis stacking up?