I like the way you are reading the tea leaves; good sleuthing.
I agree with your interpretation.
Just hope they don't announce it before I can find more dosh to increase my holdings.
Figuring that they go to China, negotiate, draft a heads of agreement, lawyers at 40 paces and then enter into DD (do they need a DD for an off-take agreement?). Probably announce just in time to wrap it up for Christmas (they'll be checking it twice).
IMO
DYOR
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