Running discussion on SP, page-49249

folks , with all due respect , these would like young boys dreams . Do sone DD on Ivanhoe , their finances , strategy , driver for partnering Chinese etc .

there will be parties here that have a plan and one may well be zijiin ( but zijiin may well be another Chinese smokescreen - we still have yibin , Huayou , catl holding the tailings etc etc).

drawing analogies from zijiin Ivanhoe is spurious IMO . There is no Avz owning the project , there is no non-Chinese in evidence for a 50:50 except avz holding company .

I think we will have clearer understanding after ml , sez , fid etc . DRC will want clearer picture on how this is going forward so it may already be known .

in the meantime I’m watching the T120 and the trading patterns . IMO there would be no greater benefit than if retail and financial instos from west move in heavily to speculate on final healthy sp return