Ann: Half Year Accounts, page-50

"Our downstream processing Chinese partner will look to offtake 100% of our product but I'd expect a fair bit of competition to ensure Boab gets a strong deal here. Could be some very fortunate timing with these strong metals prices".

Is anyone concerned about our Chinese partner, considering Aus, Chinese economic/political relations? The CCP will have to approve any deals /moves the partner makes. No doubt they probably are very keen to secure the concentrate. Would BML be thinking it would be better to diversify away from a predominantly Chinese market? I assume a lot of the refiners are Chinese companies, and our partner is said to be the largest. If war were to break out over Taiwan or the South China seas how much would this potentially disrupt the company? It seems another negative for the company which I dont recall being addressed on here. Possibly if war broke out and trade with China was severely compromised the mine could be a supply for the west for lead and silver, even zinc one day. I get the impression China dominates this refining presently. So some strategic value, bit like rare earths.
Long term I think the company will be productive and worth considerably more than $33m or what ever it is at. Not sure about the short term at the current share price. I am getting a bit emotional to.