Well just look at PLS. They have a signed deal for DSO but then...

Well just look at PLS. They have a signed deal for DSO but then it is still very unsure if it will actually happen. Not always easy nor straight doing business with the Chinese. And DSO is really not a great business case. For CXO it could be good as a DSO deal would prefent further CRs. But if PLS can raise enough money with the bonds they really do not have to do the DSO deal, they would have enough money and concentrate is a (much) better business case and also a lot "greener" for the planet. The DSO stuff is really a bit stupid from an environmental perspective.

Much rather have the Chinese throw more money at it to speed up building a concentration plant then having a DSO deal. But for CXO I would be "willing" to accept a DSO deal albeit temporary.