I would personally lean towards second point that DB is BS because
What will the Chinese do with the DSO ????? Are they going to build a plant to specifically process MIN ore ? And get shafted if MIN decides to stop supplying them for any reasons ? It is definitely safer and make more sense to purchase spod concentrate with universal grade properties.
Just my two cents
GXY Price at posting:
$1.55 Sentiment: Buy Disclosure: Not Held