While I suspect you are right on the next partner being non-western, my experience is bankers have very short memories when there is a quick dollar to be made. WKT seems to be having no major problems with their bankers.
I don't think there is much left to do on the DFS other than get a mining licence. While ORR has really, really tested my patience I won't be surprised if things start moving quickly now. I don't think yesterday's run was just a brokers pump, but more a change in outlook by some of the big guys.
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