Agree Bisam,
China's interests will eventually control it. They play a long game, and may wrap it up offering some low ball 20c in 2014-2015. Keep an eye on the coming major options holders.
GXYO is the best long terms play for T/O I reckon.
Salty,
KORES and JV partner will take over SdV. They could be the one who offer $30mil for it atm.. Good luck guys..