Names Little, I am not sure you understand the Li business too...

Names Little,
I am not sure you understand the Li business too well, but proposing Mt Cattlin go into C&M is a ludicrous suggestion when they have significant supply agreements to fulfill. If they stop supplying the likes of Yahua et al, they will never be welcomed back as a supplier. it is better to continue to supply at a marginal cash loss than to give up altogether.
The big difference with other suppliers - A40, AJM & PLS is they have debt to service and their financiers will not allow them to breach their loan covenants. That is why they are shuttering production, to limit their losses.
GXY is in the enviable position in that they control their own destiny. They can eat into their cash pile and continue to supply spod and build relationships long into the future. This will hold them in high regard and they will certainly be rewarded in the long run.
Your fear mongering and sloppy analysis is not welcomed here by those that really understand what is going on.