imo this is a different project. i bet the chinese will start sniffing around fwl now. it is the market that is crap at the moment. deals have been done to sell dso in the ground for more than $2 per ton. if they have 10m ton then that should add 30 cents per share to the sp.
but dont worry about that stuff but - once they sign partners for the main game we will be kicking ourselves for not buying more at these ridiculously low levels.