I don't waste too much time on speculation, and unfortunately, 80% of HC is speculation/wishful thinking/dreaming (largely linked to confirmation bias, or stupidly using HC post as "financial advice").
15% is just pointless pissing competitions and mud slinging (before using the ignore feature for the serial pests that have nothing of value to offer), leaving 5% as actually informative, intelligent and rational discussion.
I just keep digging for articles that have some relevance to the project(s) and wait for company announcements.
If the new Bestway website is to be believed, we should know something by end of September (their own Q3 2022 claim of laying the first stone).

Whilst the imperative for China to diversify it's I/O supply has only strengthened since 2012, I never forget for one second, that the Sundance website would have looked pretty damn good back in the day.
Nobody could have foreseen the plane crash, when everything started unwinding.
Cautiously optimistic.