So you have zero confidence the board can obtain finance outside...

So you have zero confidence the board can obtain finance outside of shenghe, ore price is a large factor if the company goes with finance and an equity raise, they have already stated in their announcement the FID been pushed out to further engage with finance as well as shenghe, that's kind of the point that management is making, if this offtake agreement is signed it's irrelevant apart from outside of the agreement terms to terminate by either party that of if shenghe doesn't want to participate in a funding arrangement - they will either get diluted or participate. As long as ore price recovers which is based on supply and demand then I don't see why shenghe won't want the ore , otherwise they will be shooting themselves in the feet. If the articles you have provided has strong merit as to chinese intent