caution

my first post.... hello..

I would like to know a little more about this stock... i'm a bit concerned about my level of research compared to regular HC posters but my opinion on this stock follows and I would appreciate some further comment and clarification on my concerns, and I have some.. Thanks. please be polite..

1) Lam Dong (LD) bauxit refinery under construction (15kms Bao Loc) - owner 100% vinacomin - govt owned. 2nd Bauxit refinery ( Nhan Co)on hold pending acceptable environmental solution. Both refineries 100% owned Vinacomin. ATI???
2) LD bauxit reserves in proximity of LD refinery are extensive. capacity for LD refinery reserves 20 yrs + Vinacomin owned 100%
3) VN govt want to keep benefit for BX reserves in local provinces for local people. So if any direct export is ever approved (and I think ATI are considering this), investor must first pass govt approval and likely fund cross province infrastructure. There is none presently ( i have just travelled it)
4) port facility (Phan Thiet) is in another province. facility does not yet exist. $$$$ above
5) LD refinery is 950 m above sea level. consider transport costs in and out. ( coal, caustic, other, export). Roads are poor but are genuinely under improvement. maybe 1 yr OK
6) rail project was initially to be assist funded by mining projects in VN southern highlands and Cambodia(deal fails). This is long term and imo may not happen for next 5-7 yrs.
7) Where does ATI fit in here? I cant see fundamentals..
Vinacomin deny any dealings.

What am I missing here..statements have not aligned.... please this is my first post.
disclosure - No ATI