Seems well researched Dunkun risk to me is now very low ML in...

Seems well researched Dunkun risk to me is now very low
ML in the bag
75% Dath ownership still the same
CATH desperate to get this signed up and in full construction phase

All this whoo haaa over 15% we never owned and would never have been
reflected in the SP any way. Full steam ahead with a little bit off a legal tussle
for an extra 15%

If you watch NF german interview reading between the lines he is going to go for
an extra 10% and gift an extra 5% to DRC gov or allow 5% to be sold to Jin

IMO

PORTFOLIO AVZ 100%