albidion and lion selection and zfx oxr

An article in today's AFR (p24) discusses whether Lion Selection will sell their 22.8% shareholding in Albidion to help finance their purchase of the Cracow gold mine from Newcrest.
I quote
"It is believed that Lion is not adverse to a sale.
Having watched Allegiance get snapped up just before it became a proper producer, Albidion, which is weeks away from production at it's Munali mine in Zambia, wants to ensure it gets a good price if a bid arrives.
Adding to the symmetry is the fact Albidion and Allegiance have/had offtake agreements with the Chinese nickel smelter Jinchuan.
Mooted buyers include a combined Zinifex / Oxiana or Xstrata."

Oxifex wants to grow their nickel business. Buying Albidion would certainly help that. When you compare Albidion to Allegiance there is quite a bit of commonality. Allegiance plan to mine 8500tpa of Nickel, Albidion plan on mining 9000tpa of Nickel,
Current Allegiance mine life is 8 years, Albidion current mine life is 10 years.

The question that I suspect the Business Development boys of both ZFX and OXR are looking at is the sovereign risk factor.

Comments from other HotCopperites pls on this one.